In speaking with advisors, the biggest frustration we found with UMA/Multi-Strategist solutions was poor service. Across the board. In our Season Three Premier, we discuss how we built Union to create a better experience point-by-point:
· Investment Management
· Integrated Technology
· Back Office Administration
· Client Portal
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
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