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 Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor.

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