Fractional Share Multi-Manager UMA Models: Using Fractional Shares to Build Client Portfolios

Posted by Michael Mooney on Jul 27, 2022 9:36:07 AM

In an earlier post, we discussed the growing interest in fractional shares, especially among investors interested in diversified portfolios with a large number of stocks they might not be able to afford if they had to buy whole shares.

This discussion focuses on taking fractional share ownership to a new level in your practice by using the Freedom Advisors platform to create UMA model portfolios for your clients*.

Access to the Inaccessible

Thanks to recent technology innovations by many top online brokerage firms, individual investors can buy fractional shares of their favorite companies. But EQIS, which has offered fractional shares for more than 15 years, has elevated the fractional share investment world with technology that now provides your clients access to many of the world’s premier investment managers.

Since most money managers on the Freedom Advisors platform have SMA investment minimums ranging from $100,000 to $10 million, even most higher net worth investors would be disqualified from investing. Yet, for a minimum investment of $25,000, we make available hundreds of pre-built UMA model portfolios from 100 institutional and boutique money managers.

You can select from 300+ pre-built models or build your own models with the money manager strategies best suited for your clients for any investment objective, time horizon, risk tolerance, or market scenario. This allows you to offer your clients broad diversification across equity styles, asset classes, geographic regions, and philosophies.

“EQIS brings you access to 300+ pre-built models and hundreds more investment strategies and thousands of pooled vehicles available to build your own models. With as little as $25,000, EQIS provides you with a simple, scalable process that harnesses the power of fractional shares.”

Democratizing Wealth Management

The democratization of institutional wealth management has been the mission of EQIS since its inception. We have always believed you should have the ability to invest on behalf of your clients with money managers who have distinguished and proven themselves over time.

Many investors have historically been excluded from investing with many of these managers due to manager investment minimums or investor accreditation. EQIS overcomes those obstacles and opens a universe of sophisticated investment strategies to your entire client base.

Now that is a fractional share platform worth celebrating!

For more information, please download EQIS Fractional Shares: Investment Technology that Removes Barriers.

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*Fractional shares are not available at every custodian.

Topics: Money Management, Fractional Shares, TAMP, RIA

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