Callan and Natixis create UMA program
For client advisory firms that serve wealthy individuals, family offices, endowments, foundations and retirement plans.
Natixis Global Associates has joined with Callan Associates Independent Adviser Group to create a unified managed account program to serve high-net-worth investors.
The Callan UMA program is available to its client advisory firms that serve wealthy individuals, family offices, endowments, foundations and retirement plans.
The program is designed for investors with assets ranging from $1 million to $150 million. It became available in March.
IAG will provide manager selection, due diligence and quarterly reports.
Natixis Global Associates Managed Portfolio Advisors will provide overlay management. The program has more than 70 product choices available, including separate account strategies, mutual funds and ETFs.
Callan is an investment consulting firm headquartered in San Francisco.
Natixis Global Associates MPA has $14.7 billion in assets under management and is a division of Natixis Global Asset Management, headquartered in Boston and Paris.
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