About Us

At Unified Trust, we're building financial futures in the interest of others. Unified Trust Company, N.A., a nationally chartered bank trust company, was one of the first discretionary trustees in the country. That means we’re bound by law to always act in your best interest and to do so with a prudent expert standard of care.


Unified Trust is regulated by the United States Office of the Comptroller of the Currency (OCC). The OCC conducts a thorough examination of our business practices every 18 months. In addition, we undergo five rigorous independent audits every year. The ongoing regulatory oversight is necessary for maintaining the highest level of fiduciary excellence.


In 2006, The Centre for Fiduciary Excellence (CEFEX) certified Unified Trust as meeting its highest standards of Fiduciary Practices for Investment Advisors. Unified Trust was among the first Investment Advisors in the world to successfully complete the independent certification process and the first trust company certified in the United States of America. To maintain our CEFEX certification, we submit to annual audits by the Centre for Fiduciary Excellence.



Contact Us Today

Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.