Finance Articles

New ADVISORport Unified Managed Account Program Selected By SunTrust Investment Services

Wilmington, DE (PRWEB) November 5, 2007 -- ADVISORport® (http://www.advisorport.com), a PFPC Worldwide Inc. (http://www.pfpc.com) company, today announced that SunTrust Investment Services, the full-service broker affiliate of SunTrust Banks, Inc., has selected its Unified Managed Account (UMA) investment advisory program, which has been customized for SunTrust Investment Services.

The ADVISORport-SunTrust Investment Services UMA program, called AMC Pinnacle, enables advisors to blend separate account manager models, mutual funds and exchange traded funds within one custodial account. Asset allocation blends will be based on client-specific risk profiles which advisors can tactically adjust based on near-term market conditions.

Advisors can further customize portfolios with an active tax-managed overlay and can offer clients the ability to restrict the purchase of specific stocks or industry groups from an account. This UMA program makes available to clients of SunTrust Investment Services a more flexible alternative to fixed-allocation and fixed-manager models available at many firms. SunTrust Investment Services has partnered with ADVISORport for over five years to make available a full variety of investment advisory programs.

ADVISORport's flexible UMA program affords sponsors significant opportunities for customization. These include the ability for the program sponsor to determine the inventory of investment vehicles and private label their own program name and brand throughout their Web site, and on client output. In cases where custom development is not a priority, ADVISORport can provide an off-the-shelf platform that includes many modification options.    

"This is a significant step forward for our sponsors, such as SunTrust Investment Services," said Anthony J. Harper, president, ADVISORport. "It presents SunTrust Investment Services with a differentiated UMA product and appeals to experienced advisors who value the opportunity to more fully exercise their discretion. This UMA program is a natural extension toSunTrust Investment Services' existing fixed model UMA, separately managed account (SMA), and mutual fund wrap programs currently available through ADVISORport."

"The flexibility of a UMA is critical in a crowded marketplace," said John Rhett, Chairman and President of SunTrust Investment Services, "and supports our market position as a wealth management firm that possesses the products and tools to tailor investment portfolios."

With over 500 advisors serving clients in 40 states, SunTrust Investment Services, the full-service broker affiliate of SunTrust Banks, Inc., provides brokerage, asset management and trust services; financial and estate planning; research; corporate services including retirement planning; a range of lending services; mutual funds; and insurance.

ADVISORport, Inc. ("ADVISORport") is a federally registered investment adviser, and a wholly owned subsidiary of PFPC Worldwide, Inc. ADVISORport provides various investment advisory services and may act as program sponsor.

In addition to ADVISORport's investment advisory services, PFPC's managed account services group provides back-office solutions to registered investment advisors, broker/dealers, and money management firms. These solutions include an online managed account platform, flexible and fixed UMA model platforms, Web-based mutual fund wrap services and money manager back-office outsourcing.

PFPC, a member of The PNC Financial Services Group, Inc. (http://www.pnc.com) (NYSE:PNC), is a leading provider of processing, technology and business solutions to the global investment industry. PFPC offers subaccounting, transfer agency, managed account, alternative investment, fund accounting, administration and custody services, representing over $2.5 trillion in total assets. Visit us at www.pfpc.com.

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