Independent Advisors & Family Offices
Our OCIO services provide comprehensive investment strategies that seamlessly align within your team's investment framework.
We offer investment strategy implementation, asset allocation, individual security selection, and investment manager selection.
We realize the gravity of your fiduciary responsibility and are committed to being available to answer any questions related to your tailored investment strategies, whether it is individual stocks, bonds, or fund recommendations.
Leave the complexity of your investment strategy to us so you can focus on other essential aspects of your business.
Boutique OCIO
Active, Focused US Equity Strategies
All of our US equity strategies take a completely customized approach.
Each can be offered as a standalone portfolio or as a unified compliment to any current offering with the goal of providing a more meaningful solution to the traditional allocation of ETFs and Mutual Funds.
We focus on a smaller number of high-conviction stocks. Our proprietary portfolios of 30-40 positions add value by meaningfully taking advantage of price dislocations or undervalued opportunities in high quality businesses.
We actively harvest losses when and where it makes the most sense throughout the year. For tax sensitive clients, we can work with the advisor to set capital gains parameters on the account/portfolio.
Current Managed Strategies
US Large Cap Value
US Large Cap Growth
US Opportunistic – Best Ideas (CORE)
US Small/Mid Cap
Tactical Asset Allocation Model
The UIM Difference
*click to enlarge
Our Optimum Allocation Model™ is an actively managed strategy that periodically shifts a portfolio’s allocation from equities to fixed income based on the relative return outlook for each asset class.
Designed to improve on the traditional 60/40 allocation (60% equities/40% fixed income), which has long been considered the optimal allocation for a balanced portfolio.
This proprietary model utilizes historical valuation and growth metrics to overweight the asset class with the highest expected return over the next 5 years within certain allocation bands.
A quarterly rebalance is intended to increase equity exposure when stocks are “cheap” relative to bonds and decrease equity exposure when stocks are “expensive” relative to bonds.
Optimum Allocation Model™
Investment Strategy Consulting
Our consulting services provide a range of valuable services to help you better manage client’s investments through portfolio analysis and optimization, risk management, performance monitoring and reporting, investment research, and due diligence.
We can assist with the implementation of investment strategies or provide ongoing oversight and guidance.
Our goal is to help your firm make informed investment decisions and deliver superior results to your clients while managing risk and maintaining a high level of transparency and accountability.
Contact Us
Fill out this simple form and our team will contact you shortly.