Managed Account Program
Trust provides you the ability to match strengths and to mutually benefit from complementary relationships. The Multi-Manager Unified Account Program (MMUAP) provides advisors with an effective way to match business-building strengths with investment savvy. Built into the platform functionality, MUUAP offers multiple model portfolios managed by different money managers in a single client account.
Master models are designed, maintained, and modified by money managers, while client advisors own and manage the client relationship. The models are identical to the Trust standard models so a money manager can feature multiple asset types in a single master model. And you maintain the account rebalancing flexibility so you can rebalance your clients’ allocations across multiple models at the account level at any time.
The end investors benefit with consolidated views of their account online and a single statement encompassing all model portfolios in their account.
Who would be interested in MMUAP?
- Two or more advisors who want to share their investment expertise without sharing their client lists
- Money managers and asset gatherers who want to pair up their complementary skills
- Advisors who sell money management programs to sub-advisors who do not want the operational hassle of managing the sub-advisors as representatives
- Advisors who use outside money managers without the operational hassle of buying trading signals
Important: The advisor managing the end client account is responsible for the selection and screening of money managers. Trust does not screen, recommend, or endorse money managers. Trust acts as the asset custodian and does not offer investment advice.