Welcome to United Capital Chapel Hill

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management that helps you live richly.

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About Our Office

For over thirty years, the United Capital office in Chapel Hill, formerly PRI Investments, has focused on providing financial guidance and serving the investment management needs of individuals, families, businesses, charitable foundations, endowments and institutions.

Our financial guidance process utilizes United Capital’s unique, engaging and thorough approach to financial life management. We understand the emotional component of money and work to truly understand how you feel when it comes to your finances. Through this journey, you’ll gain a better understanding of your own biases toward financial decision-making, learn what matters most to you, and receive guidance from our team to help you make the necessary trade-offs for the best possible financial outcome. Our team’s commitment to excellence has been recognized by Chapel Hill Magazine and Barron’s Magazine with our inclusion in Barron’s Top Independent Advisors Summit.

Our investment programs seek to achieve high absolute, relative and risk-adjusted rates of return. The investment methodologies and techniques we utilize are the result of rigorous, mathematical research employed by our team for over three decades. Our unique ability to guide clients through the worst of market conditions while seeking to consistently deliver growth in any environment is at the core of our time-tested investment principles.

We have extensive experience with managing retirement plan investments at TIAA-CREF and Fidelity for employees of tax exempt institutions and are able to help plan participants navigate through the intricacies of their complex retirement plans. Additional services offered by our team include the design and management of defined contribution and defined benefit plans, options based strategies for concentrated equity positions and the management of college endowments.

Meet Our Financial Advisor Team

Andrew Blass

MANAGING DIRECTOR

919-968-2977

andrew.blass@unitedcp.com

Marvin House

RELATIONSHIP MANAGER

919-968-2977

marvin.house@unitedcp.com

Our United Capital Team Location

308 West Rosemary, Suite 301
Chapel Hill NC, 27516

Telephone: 919-968-2977
Facsimile: 919-968-2977

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About Financial Life Management

We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

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Personal Wealth Management Investing

Discover Your MoneyMind®.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain or take care of the ones you love, the way you feel about money effects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life.

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United Capital Wealth Management

United Capital Financial Insights

The Human Connection is What Matters Most

Our advisors have access to many high-quality services that enable us to ensure that your money is always working throughout your life towards the life you want.

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*Award not indicative of investment performance.