United Financial Investment Solutions

Optima Strategy is targeted at investors who require a higher degree of customization and advice and who have accumulated at least $100,000 in household investable assets. It takes a more comprehensive and client-specific approach, customizing a portfolio across family accounts using our exclusive investment pools.

Optima Strategy Brochure

Evolution Private Managed Accounts is an innovative program designed to meet the complex investment needs of sophisticated investors with $250,000 or more of household investable assets. Evolution offers customized portfolios based on actively managed strategic asset allocation, a broad selection of leading portfolio managers, a tax-efficient structure, and an exceptional degree of choice and flexibility through geographic emphasis, investment style, currency-neutral pools and equity alpha pools.

Evolution Private Managed Accounts Brochure

Private Client Managed Portfolios is a wealth management program designed for clients with even more diverse and complex financial planning needs. Targeted at families with over $500,000 to invest, Private Client Managed Portfolios offer attentive client service through private client managers and comprehensive wealth plans prepared by a team of legal, accounting and financial professionals.

Private Client Managed Portfolios Brochure