United Asset Strategies is dedicated to consistently advocating for our clients' best interests and financial well-being through prudent and sound investment strategies customized to achieve desired investment and financial goals. At United, our Portfolio Managers can create customized portfolios to meet specific investment objectives, such as the promotion of charitable goals, socially conscious investing or mitigating tax burdens. We want to work with you to solve any financial challenges you may face and we look forward to helping you achieve your financial goals.
- Active Money Management
- Disciplined Buy/Sell Strategies
- Portfolio Stress Testing
- Tax Efficient Transition Management
- Tax Harvesting
- Proprietary Legacy Holding Tracking Process
- Concentrated Position Strategies