Asset Management Services ― C-PAS UMA

Our partnership with Rehmann Financial enables us to offer our clients wealth management solutions under one platform ― C-PAS UMA. The platform provides diversified investments in a single, simple, tax aware and cost-efficient portfolio.

C-PAS UMA

Create personalized, consolidated portfolios for your clients under one platform that offers a diverse menu of quality asset allocation models and investment strategies. With C-PAS UMA you have:

·         The flexibility to combine multiple investment managers into a customized portfolio that meet individual investment style and risk tolerance levels.

·         The ability to adopt asset allocation models offered through C-PAS UMA.

·         Lower minimum investment requirements for diversified portfolios ($250,000) and separately managed accounts (typically $50,000).

·         The benefit of optimized after-tax performance.

·         Access to clear, consolidated reporting.

Benefits

·         Transparent cost structure

·         Proactive tax management

·         Coordination of money managers

·         Less paperwork

·         Open architecture with access to a wide range of investment strategies

·        A diverse stable of quality SMA managers and exchange-traded funds

·        Objective and continuous manager research

·        Optimal portfolio models go through on-going testing and reconstruction by the Investment Research Department

·        Range of investment strategies and asset allocation models available

·        Flexibility to craft your own strategies for clients from approved list of investment options

·        Single account, consolidated performance reporting