SelectOne-Portfolio Design Advisors

Unified Managed Accounts

SelectOne allows you to maintain traditional proprietary accounts, or gives you the flexibility to blend many different models from different strategists into a single Unified Managed Account.


UMA Ibbotson Morningstar Loring Ward Innealta UMA
The end result is a portfolio that may deliver expected rates of return for each investor's chosen level of risk.

Advantages of Unified Managed Accounts
  • The simplicity of a single managed account with the sophistication of a diversified portfolio
  • Reduce the operational complexity, expense, and paperwork associated with operating multiple product-specific fee-based
    investment programs
  • Provide access to expertise from leading third party managers
  • Account customization and increased diversification of investment strategies based on tax, risk, restrictions, legacy
    assets, and other criteria
  • Improve diversification and instill better controls, resulting in reduced compliance risk and less client volatility


    • Portfolio Design Advisors
    3010 Old Ranch Parkway, Suite 460
    Seal Beach, CA 90740
    Phone: (562) 596-0465
    Fax: (562) 683-0416