The Unified 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

Advantages to working with a boutique INDEPENDENT ADVISOR-OWNED firm versus a large INVESTOR-OWNED FIRM OR BANK

  • Since we only answer to our clients, our sole focus is client success NOT short-term profitability.  
  • Our primary investment goal is to maximize returns FOR clients instead of maximizing the profitability OF each client.
  • Therefore, each advisor can work with a limited number of clients and give their accounts more attention.
  • We believe maintaining independence is mutually beneficial for us and our clients
  • The key to our success will ultimately be maintaining long-term client relationships through trust and hard work.  
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Investment Philosophy

Our Investment Philosophy is built on these core principles:

1. Value Added Strategies

We invest significant resources and time searching for publicly traded investments that we believe can produce superior long-term returns.

Through extensive research we have identified several stock and ETF strategies (see below) that we expect to produce better long-term returns than passive index strategies or overdiversified “active” mutual funds that mimic the index.  

2. Quality Focus

Owning high-quality businesses (stocks) gives us the confidence to hold through all market and economic environments.

We measure quality by a company’s ability to generate cash and a strong balance sheet

3. Liquid (publicly traded) Investments

We prefer publicly traded investments due to their:

  • Timely financial disclosures that help us value the investment
  • Ability to get out of the investment quickly if our investment thesis changes.

Whereas, private investments are typically difficult to value due to the lack of financial reporting requirements and can take years to exit.

Proprietary Stock and ETF Strategies

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Stocks

  1. Growth Equity
  2. Value Equity
  3. Opportunistic (Core) Equity
  4. SMID (Small- and Mid-Cap) Equity 

ETF

  1. Factor Optimized Equity
  2. Investment grade fixed income
  3. Optimum Allocation Model®

The chart below demonstrates how our strategies compare to other common investment products:

Unified Chart

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Unified IM Chart 2