UMA Portfolio Models

With Freedom UMA, your particular financial circumstances, goals and risk tolerance are reviewed to help determine which of the available asset-allocation models may be right for you. The models are spread among seven different objectives ranging from conservative balanced to global. You and your financial advisor determine what's right for you.

The model descriptions illustrate Freedom UMA's seven available investment objectives using asset allocation options for an investor with at least $600,000 to invest. It's important to note that other asset allocation choices also may be available to an investor, depending on goals, preferences and investment amount. Some models are more heavily concentrated in a smaller number of SMAs, while others are built with more asset classes and may include mutual funds. Again, your financial advisor will work with you to help you understand all of your choices.

• Conservative Balanced Model
• Equity Income Model
• Balanced Models
• Balanced with Growth Models
• Growth Models
• Aggressive Model
• Global Strategy Model