UMA

Introducing a new standard in investment services

UMA, short for AMT Management’s Unified Managed Account, is an exceptional and sophisticated investment service that distinguishes itself through its cutting-edge trading and reporting capabilities. This innovative system incorporates advanced features to streamline portfolio management effectively. By harnessing the power of the UMA investment service in collaboration with the expertise of Up Funds Management’s investment professionals, you can enjoy numerous benefits:

Enhanced tax efficiency.
Reduced administrative workload.
Consolidation of your investment portfolio.
Cost-effective management of share trades through wholesale execution.
Full beneficial ownership of securities in your account.
Access to comprehensive online reporting tools.

WHY CHOOSE US

“AMT Management is widely recognized for its cautious investment guidance and comprehensive market analysis, serving as a key contributor to wealth accumulation for many investors across generations.”

AMT Management Advisory Procedure

Our advisory method is structured and predictable, leaving no room for unforeseen events.

Stage 1: Initial Consultation

Your first meeting with an AMT Management Financial Planner is dedicated to comprehending your current financial status, future lifestyle aspirations, and your financial and investment objectives.

Stage 2: Financial Profiling

Your planner will construct a comprehensive financial profile for you, with a keen focus on your risk tolerance.

Stage 3: Custom Financial Plan

Your planner will prepare a Statement of Advice, a detailed guide mapping out your individual financial path, inclusive of tailored advice, financial, and investment suggestions.

Stage 4: Plan Execution

Putting the advice and recommendations into action is a joint endeavor, involving coordination with other experts such as accountants, while keeping you engaged throughout the process.

Stage 5: Ongoing Evaluations

Changes in the market or your personal life may call for revisions to your plan and progress check-ins. During scheduled reviews, your planner might recommend changes to your portfolio to ensure your investment and financial strategies remain in sync with your evolving financial and lifestyle objectives.