Our Philosophy: Customized for Each Client

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Every client has their own unique set of goals and priorities. We believe every client deserves a personalized, customized portfolio—built for them and based on their preferences.

Start with a Diversified Core Strategy

Our portfolios begin with a customized core allocation built and managed to reflect your client’s investment preferences. Our core strategies are the bedrock of a personalized investment plan.

Index Core

Designed to replicate market returns at a competitive cost

Active Core

Active tilts toward global asset classes with attractive risk-return potential

Factor Core

Allocate toward asset classes based on historical market factors

Tailor Client Portfolios with Specialized Strategies

Fine-tune your clients’ investments with performance-oriented active strategies, protection strategies that seek to mitigate against market downturns, or tax-advantaged fixed income and equity strategies. We also offer customized strategies that can be built to the unique needs of your clients.

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Performance-Oriented Strategies

Single-asset class or unique, actively managed strategies that seek higher relative returns over a full market cycle.

  • Active Equity Strategies
  • Target Income Strategies
  • Alternative Investments
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Protection-Oriented Strategies

Strategies and investment techniques that seek to mitigate against severe bear market declines or provide lower volatility over the long term.

  • Tactical Strategies
  • Options Overlay Strategies
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Tax-Advantaged Strategies

Fixed-income and equity strategies managed to reduce tax implications of investments over the long run (a full market cycle).

  • Muni Bond Ladders
  • Personalized Municipal Fixed-Income Strategy
  • Tax-Managed Equity
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Customized Strategies

Selected strategies that offer a greater level of customization for unique uses within a portfolio.

  • Customized SRI/ESG
  • Taxable Bond Ladders
  • Personalized Taxable and Tax-Exempt Fixed-Income

Let United Capital Run Your Investment Management

Our team of CFA® charterholders and CFP® professionals can select managers, identify strategies and build portfolios for your clients. Leverage our team so you can focus on your clients.

  • Grow your practice by focusing on clients instead of researching, trading and monitoring investments.
  • Add investment acumen to source investments and build customized portfolios for your clients.
  • Reduce compliance risk by using our process for building portfolios and monitoring investments.
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Ready to Talk about Our Investment Capabilities?

Let’s Talk

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.