About Stegmeier Consulting GroupStegmeier Consulting Group headquartered in Cleveland Ohio supports itsclients throughout the world in

About Stegmeier Consulting GroupStegmeier Consulting Group, headquartered in Cleveland, Ohio, supports itsclients throughout the world in managing change through its defined practice ofstrategically guiding organizational transformation while maintaining humanpsychological stability and minimizing business process disruption. The firm isrecognized globally for the Critical Influence methodology developed by itsfounder, Diane Stegmeier, and introduced in the book Innovations in OfficeDesign: The Critical Influence Approach to Effective Work Environments. Foradditional information, visit About PeopleCubePeopleCube provides intelligent on-demand workplace, energy, and resourcemanagement solutions that help customers run environmentally friendly,cost-effective operations. Through its corporate headquarters in Framingham,Massachusetts, and offices throughout the world, PeopleCube supports 7,500customers in small, medium, and large enterprises. More information is availableat PeopleCubeWard Russell, orFrances Y J Wheeler, orStegmeier Consulting GroupDiane Stegmeier, Copyright Business Wire 2009. Advisors can build customized UMA models using 27 asset classes and managemultiple client accounts following each modelCHICAGO–(Business Wire)–Today, Envestnet announces enhancements to its Unified Managed Account (UMA)that enable advisors with the ability to build customized UMA models and tochoose from more than 1,200 investment products to populate the asset classes.Advisors now have the ability to fine tune their own UMA models to meet theneeds of their clients for multi-million dollar accounts as well as for accountsas low as $150,000.

Key features of the UMA are:* Access to over 1,200 investment options including mutual funds, ETFs and over200 SMA portfolios * Advisor-created asset allocations from 27 asset classes * Ability to manage multiple client accounts by utilizing a single UMA modelwith Envestnet performing all account-level trading * Account-level customization through the application of socially responsibleinvesting screens, tax-sensitive management, and systematic income withdrawals * Simplified account opening process since the UMA is implemented in a singlebrokerage account * Comprehensive performance reporting including sleeve-level performancereportsUnified Managed Accounts are one of the fastest growing investment vehicles inthe industry today. By 2013, approximately $327 billion in client householdassets will be managed through UMAs.1″It`s about control, convenience and performance,” says John Harris, NationalSales Manager for Envestnet. “Advisors want to have the option to create customasset allocations for their clients without the administrative overhead that canbe associated with a traditional separately managed account program. With onlyone registration and one 1099 form, the Envestnet UMA eliminates the need formultiple sets of paperwork.” As the overlay manager for the UMA, Envestnet handles all trading andrebalancing activity.

This includes ongoing “frictionless” rebalancing ofaccounts using the inherent trading activity within the sleeve-level SMAportfolios used in the UMA. As a result, the Envestnet UMA delivers greatefficiencies to advisors by allowing them to build various UMA models, managethem continuously, and thereby manage all client accounts following the models.No longer does an advisor have to manage and trade each client accountindividually. “We`ve structured our UMA to offer advisors the level of portfolio customizationthat they desire, especially in today`s market environment where proprietaryproducts are taking a back seat,” says Jeff Nicholas, SVP, Product Managementfor Envestnet. “By delivering functionality that will enable them to buildcustom asset allocation models and marrying them with overlay services that seekto enhance efficiencies in their practice, the advisor now has the ability toeffectively manage current client relationships as well as take time to focus onadditional asset gathering.” The investment products available through the Envestnet UMA include separateaccounts, mutual funds and ETFs. A portion of these products have passed arigorous due diligence process and are regularly monitored by PMC, theinvestment consultancy arm of Envestnet.