At many investment firms, each advisor has their own investment philosophy. This leads to inconsistent and less-than-desirable outcomes for clients. At Unified Trust, we believe eight minds are better than one. Therefore, all investment strategies are established and overseen by our Trust Investment Committee.
This committee is comprised of senior leaders and highly credentialed investment professionals. The committee is responsible for evaluating macroeconomic factors and market conditions that influence our strategic investment decisions. You can rest easy knowing your portfolio is being managed by experts according to prudent investment standards.
Your investments at Unified Trust may change over time but our core philosophies will always be present in the strategies we use.