As an independent firm, we help you manage, grow, and transfer wealth with clarity—across investments, planning, taxes, and family legacy.

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Unified Investment Management is a boutique investment advisory firm with a focused goal of finding the best publicly traded investments for our clients through diligent and ongoing research.

We craft individualized portfolios by combining best-of-breed assets in a way that aligns with each client's risk profile.

We currently serve around 0 high-net-worth families, with a total of $0 million in Assets Under Management.

Our Difference

Who We Serve

 

Individuals & Families

We are committed to providing customized, independent advice, held to a higher standard and always in the client’s best interest.

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Independent Advisors

Our OCIO service solution provides comprehensive investment strategies that seamlessly align within your team's investment framework.

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Individuals & Families

We are committed to providing customized, independent advice, held to a higher standard and always in the client’s best interest.

View Services

 

Independent Advisors

Our OCIO service solution provides comprehensive investment strategies that seamlessly align within your team's investment framework.

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Individuals & Families

We are committed to providing customized, independent advice, held to a higher standard and always in the client’s best interest.

View Services

 

Independent Advisors

Our OCIO service solution provides comprehensive investment strategies that seamlessly align within your team's investment framework.

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Our Values

Independence

We are 100% advisor owned and plan to stay that way.

We only serve our clients’ interests and avoid the inherent conflicts of investor-owned firms.

Aligned Interest

We invest in the same strategies we recommend to our clients.

So your success is our success.

Transparency

We believe your portfolio should reflect clarity and purpose, never surprises.

  • We do our best to set realistic expectations for risk and return at the outset.
  • We use quarterly performance reports to keep you periodically updated on your portfolio. Real-time updates are always available through your custodians (Fidelity/Schwab) app or website.

Personalization

We’ve built our services entirely around your unique needs, allowing you to personalize your portfolio and plan to best reflect your goals, circumstances and preferences.

  • Even though we believe we have created great in-house strategies for US equities, we also realize that our strategies might not be what is best for every client’s situation. If we can't provide an in house solution, we will find the best partners and products available to meet your investing needs.
  • Whether you have a legacy stock holding you don’t want to sell, a need for higher income, or special tax circumstances, we can create a portfolio that adheres to all of your financial needs and preferences.
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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.

Meet The Team

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