Freedom UMA Account

Effective investment planning cannot be left to chance. It requires research, consultation, planning, execution and constant monitoring. When financial conditions change, you should have confidence that your investments are supported by an institutional-quality process designed to constantly evaluate and balance risk and return, and a financial advisor who has a vested interest in your portfolio's success.

If this is the level of quality that you demand, then the Freedom Unified Managed Account (UMA) account may be right for you.

UMAs are not suitable for all investors. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager.

*You should discuss any tax matters with the appropriate tax professional.

Further information on the funds selected for the Freedom UMA portfolios is available by prospectuses, which can be obtained through your financial advisor. Investors should carefully consider the investment objectives, risks, charges and expenses of the underlying funds before investing. The prospectus contains this and other information about the funds and should be read carefully before investing. Investing involves risk and investors may incur a profit or a loss.