Investment Management Services
We believe that the future comes one day at a time. That’s why our seasoned investment experts are not only uniquely qualified to take on development, expansion and diversification of your portfolio, but we remain flexible as the market environment changes. No matter what level of financial management, we focus on your unique situation, creating a custom-designed solution for you.
- United Investment Advantage
- Fee-based and brokerage services
- Portfolio design and management
- Asset allocation and wealth advisory
- Institutional asset management
- 403(b) Plans