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It is an honor at Unified Financial Services, LLC to provide a very exciting alternative. This is just another example of how Unified Financial Services, LLC is striving to exceed all of your families needs. Ask your advisor how you can qualify for this level of service. Please contact your Financial Professional for more information about Unified Wealth Management.
Unified Wealth Management, LLC (UWM) provides investment advice to clients on a discretionary and non-discretionary basis. UWM’s account management philosophy is based on fundamental analysis. Economic, geo-political, and fundamental indicators pertaining to the financial markets are used to develop the investment positions. Further, a comprehensive questionnaire is used to determine a client’s risk tolerance and time horizon. Based on the obtained results, each client is situated in the appropriate investment strategy designed to meet their short term and/or long term goals. UWM has also entered into a relationship to obtain investment research and models from other third party sub advisors, therefore a portion of the advisory fee paid by you to a third party advisor may be used to compensate UWM.
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