CCFSI provides unique portfolio management services through a unified managed account (UMA) structure. This combines the benefits and attributes of separately managed account platforms and traditional wrap programs. By utilizing UMAs, your financial advisor can implement a robust asset allocation with added services. This offers the best of both worlds by utilizing some of the best separately managed accounts along with our own affiliate money managers; Tower Wealth Managers.

Our financial advisors carefully review numerous balance sheet details to help determine the appropriate planning and asset allocation for each client. They review investment options like equities, fixed income securities and cash. Then, within the asset class, they designate the subclasses, for example, equity securities of larger capitalized companies versus smaller capitalized companies. Our advisors also review fixed income securities in terms of maturity, risk and return.

UMA features the best in open architecture, integrated services along with sophisticated features such as the ability to implement client-specific tax and risk parameters across all holdings, delivering a superior investment solution to the high net worth investor.