Balentine's Unified Managed Account (UMA) technology provides coordination across multiple investment managers, enhances tax efficiency and automatically rebalances portfolios.

• Account coordination including account rebalancing, risk control and account restrictions
• Execution processes minimize the performance drag from fees
• Tax-aware transition of pre-existing securities
• Tax-aware withdrawals
• Tax-efficient rebalancing
• Short-term gain deferral
• Systematic tax-loss harvesting
• Tax-lot management between managers
• Avoidance of wash sales
• Tax loss harvesting