Investment Management Services Tailored to Your Goals
Work with a CFA® Chartholder to help manage your investments. Unify Financial Advisors provides in-house portfolio management and analysis. We avoid outsourcing investment management to expensive third-party advisors or high-cost mutual funds. Cut out the intermediary and save excessive third-party management fees by hiring Unify Financial as your investment advisor.
We care! Understanding your unique needs, goals, risk tolerances, and experience are crucial steps to the investment process. Next, we develop a customized Investment Policy Statement that serves as a strategic guide for investment planning and management. As fiduciaries, we must put your interest at the forefront of your portfolio management.
The Investment Management Process
Investment Strategies Aligned With Your Goals
Our investment approach begins with what matters most to you. We will customize an investment portfolio to help you achieve your objectives. Asset allocation and diversification are two of the most important attributes of portfolio management used to help clients achieve their financial goals and manage investment risk.
Simple is a strength. We offer custom investment management with a preference for low-cost Exchange Traded Funds (ETFs) and individual stocks. Low-cost ETFs and well-managed stocks can provide the outcomes most investors want (Advisor’s Alpha-Vanguard).
Benefits of Low-Cost ETFs and Individual Stocks
- Highly liquid
- Transparency
- Diversification
- Zero Commissions
- Low Expense Ratios
- Tax-efficient
Investment Strategies
- Core ETF Models
- Core Stock Satellite Models
- Custom Asset Management (ETF, Individual Stocks, Bonds, others)
- Unify Financial Robo Advisor
- Low-Cost Robo Advisor Model – Unify Financial offers a low-cost Robo Advisor to investors just starting or seasoned investors that prefer a low-touch investment relationship with an advisor. Unify Robo Advisor leverages Blackrock’s Aladin technology to generate Blackrock Target Allocation ETF Models. Unify Robo Advisor combines Schwab’s automated Institutional Intelligent Portfolios for trading and custody services to complete our Robo Advisor platform. Clients pay a low annual investment management fee of 0.50% annualized with access to a Unify Financial Investment Advisor Representative for financial planning services at a competitive hourly rate.
- Instructions for setting up an IIP
Take Your First Step In Your Investment Journey With A CFA Chartholder From Unify Financial Today
You work hard to build and preserve wealth. We are here to unify your wealth and goals to bring you Financial Peace. Our financial experts have over 20 years of experience helping clients make the important decisions they need to achieve financial success.
We will work closely with you to develop a customized investment strategy that meets your goals, objectives and values.
Are you ready to build your personal investment strategy to get you ready for the future? Whether your goal is to build wealth, retire comfortably or contribute to a cause important to you, we can help. Contact Unify FA today for a free consultation.