Solution introduction
Supporting all model-based discretionary programs
This turnkey service is designed to create immediate scale for your trading operations, offering model implementation, management, trading, rebalancing and overlay management services. Models can be sourced from the Vestmark Manager Marketplace™ or provided by the home office or advisors
Key potential benefits of our model trading service
- Multi-program support: Our trading team can support all types of model-based discretionary advisory programs, including UMAs.
- Professional execution: All trading activities are performed with the goal of honoring manager intent.
- Experienced team: You're supported by an award-winning team with deep industry knowledge and well-established relationships with key counterparties at major sponsors and custodians.
- Maximum flexibility: Utilize a fully-outsourced solution or tailor a suite of services to complement your in-house trading and overlay management operations.
