Multi Strategy Accounts (MSA)

Diversification is one of the most effective tools investors can utilize in seeking to reduce fluctuations in the overall value of their investment portfolios. To help you achieve diversification suitable to your level of comfort with stock market variance, UVEST, through our arrangement with Advisor Port, has structured eight distinct Multi-Strategy Accounts to meet different investor needs.

An MSA is a variation on a separately managed account that uses the investment strategies of multiple managers to run an investor’s portfolio. With a minimum investment of $150,000, you can have a single account that encompasses multiple investment strategies. The options available contain varying percentages of equity and fixed income investment styles. You can select the account appropriate for your risk preference and investment goals.

Securities, investment advisory services, and insurance products offered through UVEST Financial Services and its affiliates, member FINRA / SIPC and a SEC registered investment advisor UVEST and Southern Investment Services are independent entities.