At many other investment firms, each nonprofit financial advisor
has their own investment philosophy. This can lead to inconsistent and
less-than-desirable outcomes for institutions. 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 across the company. The
committee is responsible for evaluating macroeconomic factors and market
conditions that influence our strategic investment decisions. You can
rest easy knowing your institution's portfolio is being managed by
experts according to prudent investment standards.