Customized Accounts to Match Your Goals

As your financial needs become more complex, you deserve investment options that reflect your personal goals, values, and tax situation. At Ametrine Wealth Strategies, we provide account solutions that balance customization, transparency, and convenience, giving you greater confidence in your financial future.

Managed Accounts (UMAs & SMAs):

• Unified Managed Accounts (UMAs): Professionally managed portfolios that combine multiple asset classes and managers in one account. They provide broad diversification, ongoing monitoring, tax-loss harvesting, and the convenience of a single statement and performance report.

• Separately Managed Accounts (SMAs): Direct ownership of the underlying investments. With an SMA, you gain enhanced tax management, flexibility, and the ability to tailor holdings to your specific values and objectives.

The Benefits of Managed Accounts:

• Personalization — tailor portfolios to include/exclude asset classes or align with social/religious values.

• Professional Oversight — institutional-level management and continuous rebalancing.

• Transparency — clear reporting and online access to your holdings and performance.

• Tax Efficiency — tax-loss harvesting, tax-lot selection, and strategies to help minimize liability.

• Convenience — one account, one statement, one source of truth.

Fee-Based Wealth Management Accounts:

• Aligned Interests: “When you do well, we do well.” Your advisor’s success is tied directly to yours.

• Transparency: Reduced conflicts of interest through a disciplined, objective approach.

• Adaptability: Portfolios that adjust to market volatility and evolving client needs.

• Holistic Planning: Comprehensive strategies that integrate retirement, taxes, and long-term wealth goals.

Whether through a UMA, SMA, or a fee-based account structure, you gain access to sophisticated strategies once reserved for institutions or the very wealthy — now available to a wider range of investors.

All items are presented for information only, it’s recommended to always ask and receive the appropriate and required disclosure based on the type of investment or recommendation that is presented.*

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