Our Investment Philosophy
Building a customized strategy.
At United Wealth Management, we are fiduciaries and stewards of your capital – a differentiator within the industry. A fiduciary is a person or entity responsible for acting in the best interests of others.
United Wealth Management takes pride in the fiduciary standard we provide to all clients. Our open architecture investment platform ensures that we always recommend the mix of investment strategies best suited to each client’s unique situation. Likewise, we do not offer proprietary funds, receive revenue sharing or conduct in soft-dollar arrangements. This complete absence of conflicts means that our clients receive unbiased investment advice best suited to meet and exceed their goals.
United Wealth Management’s Investment Committee includes portfolio managers and investment analysts with advanced degrees and certifications (i.e. CFA®, CFP®, MBA and MS). This Investment Committee is supplemented by industry-leading, third-party research and due diligence services that specialize in meeting the unique needs of high net worth individuals, families, institutions and entities.