michael.pendergrass
Acronym
Sawtooth Solutions
Product ID
Sawtooth-Platform
Description

Sawtooth is a comprehensive and flexible investment platform delivered through a Unified Managed Account (UMA) program. 

Images
Features

Sawtooth is a comprehensive and flexible investment platform delivered through a Unified Managed Account (UMA) program:

  • Front office services & technology - Model Manager Research & Due Diligence
  • Back Office Services - Rebalncing, Trading, Billing, Perf Reporting, Proposal Generation
  • Portfolio Mgt Solutions - UMA Capabilities, Direct Indexing, 700 Vetted Strategies, ESG & Fixed Index Annuities
Vendors
Sawtooth Solutions
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Integrated Platform
Outsourcing Providers
Ad Hoc Tags
DoubleClick Tags

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