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Customized investment options created with unitized managed portfolios are rapidly becoming the optimal choice for many sponsors of 401(k) retirement plans. Flexibility of design, control of expenses, and an expanded choice of proven investment performers are the leading reasons for the increasing demand for these alternative investment options. These custom investment options include managed portfolios, fund of funds, life style funds and asset allocated funds that provide new and exciting benefits for plan participants. Offering these choices is efficiently done with a process know as unitization. Unitization makes unique assets look and act like mutual funds so that they can be included in 401(k) and other retirement plans.
unitZXchange provides an internet based service for unitization and trading of unique assets. These assets can be offered in 401(k), 403(b), non-qualified and other individual account retirement plans. With over 15 years combined experience in unitizing assets including company stock, managed portfolios, managed separate accounts and group annuity contracts. unitZXchange’s staff have unitized assets in excess of $850 million with individual accounts ranging from $200 thousand to $100 million. unitZXchangeworks directly with portfolio managers, trustees, plan sponsors and investment advisors to provide a low cost investment alternative to mutual funds.
unitZXchange is the innovative, responsible choice for unitization service with such features as:
internet transfers of data and reports
daily price/position reports
daily target liquidity calculations
daily target variance calculations
daily reports of proof calculations and reconciliations
daily cash flow reporting and settlement directions
UNITZXCHANGE, LLC 807 North Howard St. #415 Alexandria, VA 22304 | Tel: 703.869.2551