Clients of United Advisors benefit from our business principles, which
include an approach that is disciplined and consistent.

Strategic wealth planning is the basis for your investment strategy.
United Advisors believes that a relationship between trusted advisor and client is all about advancing the client’s financial position year after year. Each step in our planning, investing and communications discipline is designed to help fulfill client objectives.


We are client-focused.
The center of everything we do is the client; the plan reflects the client’s needs and goals, and is the foundation for every investment and planning recommendation we make.

Our continued and systematic communication with the client over time potentially leads to lifelong relationships and satisfied clients.


Asset class weightings are customized for each individual client.
A prudent investment strategy is designed based on targeted return and risk levels consistent with a client’s objectives and risk tolerance. Portfolio asset allocation is customized to each individual’s plan, within an appropriate risk-return ratio.


We can access investment managers who customize portfolios to meet individual client needs. 
We have access to managers who have been screened based on investment, asset class and performance criteria and have been selected to manage portfolios for United Advisors clients.


Monitoring progress toward the client’s financial goals is essential.
United Advisors provides custom reporting for quarter, year-to-date and since-inception periods for each security and all accounts.


Ongoing discussion ensures consistency with client goals.
United Advisors holds regular review meetings to report on client progress and to allow discussion relative to any changes in investment goals, income requirements or upcoming changes to financial position.


Fees are reasonable.
One of the places we focus in the evaluation of outside managers is on fees, and we maintain a keen eye in keeping total expenses as low as possible while providing a high level of value. Our focus is to add value to the portfolio at the most efficient cost possible.