At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances.

United Asset Strategies believes that the single most important investment principle is diversification. We are committed to providing an exceptional client experience, and delivering prudent, disciplined daily money management. United is here to help you plan for the possibilities, whether that’s through our Investment Management, Wealth Management, Pension Consulting, or Insurance Services.

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United Insights

Quarterly Newsletter

In his classic Winning on Wall Street, first published in 1970, famed investor Marty Zweig coined the phrase “don’t fight the fed”. This mantra has become a core tenet of investing ever since. The reality of this adage has become evident again in 2022, as the substantial monetary and fiscal stimulus that pulled the economy and markets through the global pandemic has resulted in inflationary pressures (which were exacerbated by the Russian invasion of Ukraine). These pressures have led the U.S. Federal Reserve Bank to aggressively raise interest rates, which has, in turn, placed downward pressure on stocks and bonds this year.

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