Customized Investment Options With Unitized Managed Accounts

At unitZXchange we are here to create customized investment options with unitized managed accounts that are rapidly becoming the optimal choice for many sponsors of 401(k) retirement plans. The 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, lifestyle funds, and asset allocated funds to 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 they can be included in 401(k) and other retirement plans.

unitZXchange is a leading unitization services provider.