Ameriprise Signature Wealth: New UMA Program
- Ameriprise Financial has unveiled its Signature Wealth Program, a unified managed account (UMA) platform designed to provide advisors and clients with highly tailored investment strategies.
- The Signature Wealth Program grants access to more than 85 institutional investment models from 10 providers, including Columbia Threadneedle, Hartford, Nuveen, J.P.
- According to Ameriprise's Form ADV filing on March 28, 2025, a third-party investment manager oversees discretionary investment decisions, possessing the authority to buy or sell securities.
Ameriprise now offers its Signature Wealth Program, a unified managed account (UMA) designed for personalized investment solutions. This innovative platform allows advisors to create custom, institutional-quality portfolios, integrating diverse investment options into a single, cohesive strategy, enhancing advisor efficiency. With access to over 85 institutional investment models from leading providers like BlackRock and J.P. Morgan, plus the ability for clients to customize up to 25% of their portfolios, the Signature Wealth Program elevates the client experience, a key offering from News Directory 3. The program’s flexible design supports advisors in efficiently managing their entire book of business.See how this UMA is a game changer and discover what’s next for AmeripriseS tailored investment strategies.
Ameriprise Launches Signature Wealth Program, Expanding UMA Offerings
Updated June 02, 2025
Ameriprise Financial has unveiled its Signature Wealth Program, a unified managed account (UMA) platform designed to provide advisors and clients with highly tailored investment strategies. Following a pilot program in October 2024 involving 200 advisor practices, the Signature Wealth program enables advisors to integrate diverse investment and management options into a single, cohesive portfolio.
The Signature Wealth Program grants access to more than 85 institutional investment models from 10 providers, including Columbia Threadneedle, Hartford, Nuveen, J.P. Morgan, BlackRock, and Calvert. These models span multi-asset, building block, specialty, and single options, alongside mutual funds and exchange-traded funds (ETFs). Investment minimums range from $5,000 to $50,000. Clients can also personalize up to 25% of their portfolio with client-directed mutual funds and ETFs, centrally traded and managed to align with their specific financial objectives. This unified managed account approach is gaining traction.
According to Ameriprise’s Form ADV filing on March 28, 2025, a third-party investment manager oversees discretionary investment decisions, possessing the authority to buy or sell securities. Clients retain direct ownership of the underlying securities, while advisors recommend models, funds, and ETFs, adhering to client restrictions. The manager ensures alignment with the client’s selected asset allocation and model portfolios, even if an investment becomes ineligible. For client-directed models, the manager retains trading discretion.
The program carries a maximum advisory fee of 200 basis points and a platform fee of 2–5 basis points, based on household advisory assets.
Matt Huss, ameriprise’s SVP and head of product and platform solutions, said, “Signature Wealth is differentiated by its highly intuitive and flexible design, allowing advisors to efficiently create custom, institutional-quality portfolios across their entire book of business while serving their clients’ best interests.”
What’s next
the Signature Wealth Program launch underscores the increasing demand for tailored investment solutions and the growing popularity of UMAs in wealth management.Other firms are also expanding their unified managed account offerings to meet client demand for personalized investment strategies.