Whatever your goals may be, we'll help you get there.
UIMG provides complete portfolio management services to individuals, businesses, trusts, foundations and other organizations. Utilizing a broad range of investment vehicles, including separately managed accounts (SMAs), our team will construct an investment portfolio uniquely suited to your financial goals and objectives.
Experience and Stability
Our team of objective, experienced and reliable professionals serve as true advisors with your best interests in mind.
- Integrity, advocacy, and local presence—hallmarks of our organization—have formed the foundation of our client relationships for decades.
- The expertise and resources of a large bank, applied with the personal touch of a small firm,
enables us to provide advice and solutions with attentive service.
- As your fiduciary, we ensure that your best interests are paramount and always aligned
with your goals and needs.
Innovative, Yet Disciplined
We manage all aspects of your wealth, using an innovative and disciplined process.
- Our process begins with identifying your financial goals, helping you explore what you need vs. merely what you want.
- Well-diversified strategies are created to balance asset growth while managing risk.
- You'll get sound advice from local decision-makers, resulting in responsive service and
better integration throughout your portfolio.
Excellence in Portfolio Management
We'll work with you to make informed, thoughtful decisions for growing and managing your wealth.
- Each of our well-qualified professional staff exhibits a dedication to uphold excellence in their individual role, with several also having obtained either the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP®) designation.
- Our experienced, tenured staff takes the time to understand your situation, anticipate
your needs, and reach your ultimate goals.
- Through charitable giving and volunteerism, our commitment extends to the communities we serve.
By establishing key institutional relationships, we have access to a wide variety of financial analysis and strategic tools from the research departments of the major Wall Street brokerage firms, giving our investment managers state-of-the-art analysis without being tied to any one point of view.
Exceptional Service, Straightforward Fees
You will have the ability to meet face-to-face with the person managing your money and the confidence of knowing that all of our investment professionals use a consistent process and philosophy. In addition to being very competitive, our fee structure is straightforward and not based on commissions, so as to prevent any potential conflicts.
Each portfolio manager takes an active role in the portfolio management process for our clients’ accounts. In addition to managing individual accounts, each of our portfolio managers also specializes in different areas of the financial markets and reports to the team on their area of expertise. By utilizing a team approach, every client benefits from the experience of all of the investment professionals on the team, while receiving personal service from their dedicated portfolio manager.
Let's get started on reaching your financial goals. Contact our team for a personal consultation today.