Unified Managed Account.
Plainly Explained.
This page describes the intended architecture of World Trade Forever — not a live product. The platform is in development. No accounts are currently being opened and no investment management services are currently being offered.
Traditional separately managed accounts (SMAs) work one manager at a time. One manager, one account, one strategy. When you add a second manager, you add a second account. A third manager, a third account. And so on.
World Trade Forever is being designed around a different model: a unified managed account (UMA) that holds multiple sleeves simultaneously. Each sleeve runs its strategy inside a shared account structure — traditional securities, alternatives, and on-chain assets all in the same account, with the same reporting framework.
The account holder doesn't manage sleeves — their partner manager does. But they see everything in one place.
Partner managers contribute strategies
Each partner manager — a licensed adviser, model manager, or asset specialist — contributes a sleeve. A sleeve is their strategy: what they buy, when, and at what sizing. They manage their sleeve. They don't manage each other's.
A single account holds all sleeves simultaneously
Rather than opening a separate account for each manager, World Trade Forever is designed to hold all sleeves inside one unified account. The account is the organizing structure. The sleeves are the strategies running inside it.
Coordinated reporting across the full account
With everything inside one account, reporting isn't a reconciliation exercise — it's a native output. The account holder sees their full picture: all sleeves, all asset classes, consolidated. No spreadsheets to merge.
Unified fee structure
Sleeve-level and platform-level fees are designed to be structured coherently rather than layered independently across multiple custodians and managers. The architecture is built to make fee transparency a baseline, not a feature.
Interested in how this architecture might apply to your situation? Start an informal conversation →