Ideal Client

The ideal client is one who is looking for a partner to help them preserve and grow their wealth over time.

United Asset Strategies is focused on fixed income clients seeking income and principle protection in a dynamic interest rate environment. We believe active fixed income management utilizing individual bonds is the best way to capture alpha in the current credit climate. Vigorous credit research, duration management, and security structure analysis are incorporated into our strategies. UASI provides its clients with Prime Broker Services, an important resource, which allows us to execute bond trades with a variety of brokers rather than being limited to one trading desk.

An ideal equity client is one seeking active, diversified equity management. Through the use of asset allocation, trailing sell-stop orders, profit taking strategies, individual stocks, mutual funds and ETF’s we mitigate risk while uncovering opportunities. UASI develops a truly customized portfolio to help clients achieve their financial goals. The core portfolio consists of stocks that have been selected using bottom up analysis with an emphasis on value and intermediate growth. Opportunistic positions are those that are shorter term in nature, with a duration that can range from a few weeks to twenty four months. The Opportunistic component allows us to take advantage of industry/sector trends, momentum plays and swing trading opportunities that may arise as a result of economic and world events. Finally, we may at times overweight core holdings based on top down economic, geo-political and event driven factors with a focus on trading into sector rotations.