Videos & Podcasts
December 30, 2020

RIA Channel: Gitterman’s Best in Breed Approach to ESG Investing

Jeff recently chatted with Julie Cooling, CEO of RIA Channel, about our SMART Climate UMA and why there is more alpha potential available in a UMA (Unified Managed Account) comprised of SMAs (Separately Managed Accounts), as opposed to mutual fund models, including tax alpha from the overlay capabilities.

Watch here

Get in touch

Request a Consultation

If you have questions, or think our solutions are right for you, please reach out using the form below. We will respond as soon as possible to continue the conversation.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.