Edward Jones Advisory Solutions.
Managed Portfolio Advisors
“The addition of UMA Models means we can now offer our clients an even wider array of investment choices within our primary advisory program,” said Bill Broderick, a principal with Edward Jones responsible for investment advisory services. “The features that are part of the UMA Models will enhance a very successful program and offer tangible benefits to our clients.”
Curt Overway, MPA president, added, “The combined forces of Edward Jones, Vestmark and MPA make this a noteworthy launch of a truly cutting-edge program. Edward Jones has a great record of delivering exceptional advisory programs to their clients, and Vestmark is a superb technology platform that enables us to deliver customized, tax-managed overlay management to clients.”