Unified Managed Household (UMH)

AUMA-like relationship taken to the next level by bringing together all aspects of a client household’s wealth, not just the wealth of the separate individuals. UMH platforms enable program sponsors to take a holistic approach to their investors’ total portfolio and apply a range of solutions that treat the client’s wealth in a manner similar to how clients think about their personal wealth. Assets to be managed include qualified and non-qualified accounts, as well as real estate, collectibles, oil and gas properties, limited partnerships and managed futures accounts. A UMH has a single registration and can aggregate across multiple custodians. Many advisors consider the UMH to be the ultimate advancement in the managed-account space.

Learn More



View Glossary