Welcome to Guidance-Driven Investing

Money is the Fuel to Help Your Clients Live The Life They Want

Because our clients’ goals are unique, we believe their investment portfolios should be, too. Once clients better understand the life they want to lead, they have clarity on what their money can do for them. From there, you can discuss their investments in a clear, straightforward way.

Investment Portfolio Management - Asset Management Software - United Capital

Personalize Every Portfolio

Connect with clients to show them how their investments can be tailored to their priorities. Use our centrally managed investment platform to build personalized portfolios with a proposal that shows them how they may be able to achieve their goals.

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Understand

Gain a deeper understanding of your clients' priorities and preferences.

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Implement

Build financial plans to achieve your clients' goals.

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Engage

Construct and manage personalized portfolios that can be adapted as your clients’ lives and the markets change.

Tailor Portfolios to Your Clients’ Preferences

The InvestmentViewfinder℠ helps you educate and guide your clients—teaching them about benefits and trade-offs to their investment choices. The exercise will help you tailor customized portfolios to help them achieve their financial goals.

  • Facilitate an open dialogue with clients about investments.
  • Educate clients about the benefits and trade-offs for investment choices.
  • Set the stage for creating customized portfolios by aligning expectations with goals and priorities.

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Choose Strategies that Match Client Objectives

With Platform Explorer, you can review United Capital’s investment philosophy, learn our approach to portfolio building, and see our robust investment choices.

  • Learn about United Capital’s intensive due diligence process.
  • Walk through recommendations on building diversified portfolios for client needs.
  • Access strategy collateral, investment commentaries, and videos.
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Put Your Plans to Work

Build client portfolios quickly and seamlessly in PortfolioBuilder, featuring click-and-drag technology that assembles strategies that work best for each client.

  • Build portfolio recommendations customized to priorities and goals.
  • Sort and compare strategies using dozens of different data points.
  • Add specialized sleeves to individual portfolios that align with client expectations.

A Customized Portfolio Proposal

Our unique approach to investment management enables you to present a completely personalized investment proposal that can be easily adapted as your clients goals change.

  • Include results from MoneyMind®, HonestConversations®, and InvestmentViewfinder.
  • Highlight your advice with before-and-after allocation data.
  • Come to an agreement on next steps with Tasks and Priority Action List.
Browse a Proposal

Meet Our Chief Investment Officer, Kara Murphy, CFA®

Kara Murphy is a member of the Executive Committee at United Capital, a Goldman Sachs Company, overseeing the Investment Management team including Research, Advocates, and Operations.

Read Kara's Investment Commentaries

Meet the United Capital Investment Management Team

David Hallman, CFA®

Vice President, Investment Oversight and Operations

Stephen Tuckwood, CFA®

Vice President, Head of Research

Christian Yoss, CFP®

Vice President, Head of Investment Management Advocates

Investing involves risk, and clients should carefully consider their own investment objectives and never rely on any single chart, graph, or marketing piece to make decisions. The information contained herein is intended for information only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. There are no investment strategies that guarantee a profit or protect against loss.