The Unified IM Difference
What sets Unified Investment Management apart from large investment advisory firms, banks, and brokerage houses is our independence, our investment philosophy, and our ability to personalize every aspect of the investment process.
Independence
As fiduciary advisors, our only goal is to do what is best for the client. By focusing on long-term relationships over short-term profits and growth, we believe we can truly put client’s success above all else.
Investment Philosophy
We’ve listened to you and understand high quality, active investment management plays a key part in creating value in the services you require. If you are paying us a fee for investment management, we believe average returns aren’t good enough. We know we will have periods where we underperform certain indices, but our experience has taught us our best chance of outperforming over longer periods is to focus on a limited number of high conviction stocks. We have so much confidence in this style of investing that we invest our own money the same way.
The chart below demonstrates how our strategies compare to other common investment products:
*click to enlarge
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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