Get Ump Brochure (form Adv Part 2a) 97250-0719. Usaa Managed Portfolios - Ump Program Brochure

Filling out the UMP Brochure (Form ADV Part 2A) is essential for understanding the USAA Managed Portfolios - UMP Program. This guide provides a clear, step-by-step approach to ensure you complete the form accurately and efficiently.

Follow the steps to complete the UMP Brochure successfully.

1. Press the ‘Get Form’ button to access the UMP Brochure online. This will open the form for you to begin filling it out.
2. Review the introduction section detailing the USAA Investment Management Company and the purpose of the brochure. Ensure you understand the information provided here, as it sets the context for the form.
3. Navigate to Item 2 – Material Changes. Here, you will find a summary of any recent updates to the brochure, which is crucial for informing you about any new policies or changes that may affect your investments.
4. Proceed to Item 4 – Services, Fees, and Compensation. Carefully read through the offerings under the UMP program, including the fee structures applicable to different accounts. This section is critical for understanding the costs associated with your investment.
5. Continue to Item 5 – Account Requirements and Types of Clients. Familiarize yourself with the minimum investment amounts and the types of clients eligible for the program. Make notes of any specific requirements pertinent to your situation.
6. Review Item 6 – Portfolio Manager Selection and Evaluation. Take note of how portfolio managers are selected and evaluated, as this can impact your investment strategy.
7. In the final section, confirm you have reviewed all items completely. Ensure all relevant details about your financial situation and investment preferences are updated and accurate.
8. Once you have filled out the form completely, you can choose to save changes, download, print, or share the completed UMP Brochure for your records.

Take action and fill out the UMP Brochure online to manage your investments effectively.