FINRA's BrokerCheck

CMG Product: Tax-Aware Asset Management UMA

Your non-qualified investment earnings can be eaten alive by taxes. Rehmann’s Unified Managed Account (UMA) uses an open-architecture platform to build enhanced tax management strategies within each portfolio. Through the UMA, we can provide individualized tax strategies for each client and offer a host of pro-active tax management techniques in an attempt to mitigate taxes.
  • Tax-efficient allocation/manager changes
  • Single security conversions
  • Tax lot management
  • Wash sale coordination
  • Short-term gain deferrals and tax pickup opportunities
  • Transition of pre-existing securities
  • Tax efficient cash flow management
  • Tax loss harvesting

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Meet The Rehmann Team

Start typing a name ...
Searching for "{{nameQuery}}"...
Start typing a experience ...
Searching for "{{experienceQuery}}"...
Start typing a location ...
Searching for "{{locationQuery}}"...
Or view a list of team members