“Our agreement with MPA will allow us to enhance the flexibility of our UMA offerings,” said Bob Peatman, managing director of national sales at FundQuest. “We have offered managed model-based UMAs since 2005. Now, with MPA’s overlay management capability, we will be able to offer completely customizable adviser-directed portfolio solutions. In addition, our clients will have access to sophisticated strategies for tax management as part of the overlay process.”
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