Better Investing,
Built for You
Who We Serve
-
We are committed to providing customized, independent advice, held to a higher standard and always in the client’s best interest.
-
Our OCIO service solution provides comprehensive investment strategies that seamlessly align within your team's investment framework.
Our Story
At Unified Investment Management, we believe great investment management should be at the core of the wealth management process. A financial plan is only as good as its execution. And the greatest impact we, as financial advisors, can have on the execution of that plan is making sure you own the best investments within your risk parameters. As the wealth management industry has moved more towards passive (index) investing, we believe clients are becoming frustrated with the "index mindset," where they pay a fee for strategies that offer average results rather than a custom portfolio designed to perform better.
This trend has motivated Ryan and Travis to create Unified Investment Management, a privately owned firm that is committed to providing actively managed, personalized portfolios. We understand you deserve better than average, that's why we’ve built our firm with your needs in mind. Whether your goal is retiring early, having more to spend in retirement, or having more to pass along to future generations or your favorite charitable organization, our goal is to help you achieve this through better investing.
Contact Us
Fill out this simple form and our team will contact you shortly.