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Entities25 of 207,987
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Entity
UMA Tax Overlay
product1 mentionslast seen Sep 16, 2026
An active, holistic tax management service that operates across equity separately managed accounts and Fund Strategist Portfolios within unified managed accounts, utilizing tax-lot-level trading, capital gains budgeting, and tax-loss harvesting.
Relationships 3
Relationship
UMA Tax Overlayimplementstax-loss harvesting
90% confidence1 supporting mentions
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Sources 1