This blog recaps a recent interview published in FundFire by Nate DiCamillo | February 19, 2025

MyVest CEO, Anton Honikman, spoke with Nate DiCamillo of FundFire at Money Management Institute’s 2024 Annual Conference about our recent platform updates and adding third party manager-traded sleeves to MyVest’s UMA platform.

“The challenge that we’re all facing, and we’re all working on, is how to build scale. The more custom model components there are in managed investment solutions, the more the challenges on the technology to help wealth management firms scale that”

Anton highlighted that as advisory firms navigate increasing demand for customization, manager-traded sleeves provide a way to balance personalized investment strategies with the benefits of a centralized platform. This approach allows investment managers to directly implement trades within specific sleeves of a UMA, giving advisors more control while preserving scale and efficiency.

He also noted that this evolution reflects broader industry trends toward hybrid advisory models, where firms seek to integrate elements of both centralized portfolio management and advisor-driven customization. As firms continue to refine their technology and portfolio management frameworks, manager-traded sleeves offer a mechanism to address the complexities of delivering personalized client solutions at scale.

See Anton and Nate’s video interview at FundFire.  (Note: FundFire subscription required)