Investment management tailored to you

You are unique, so we believe your investment portfolio should be, too.

That's why your advisor will partner with you to develop and implement an investing strategy built entirely around your unique needs, goals, risk tolerance and investing preferences, making adjustments with you as your life unfolds.

Your advisor will:

Employ United Capital's best thinking to design an asset allocation tailored to you.

Work with the investment team to build a customized portfolio that includes curated investing solutions.

Review and update your portfolio with you as your goals, circumstances and market conditions change.


How we build your portfolio

Using our extensive investment resources and experience, our advisors will build a portfolio aligned with your investing preferences, priorities and values.

Build your plan

Understand your needs.

Know your financial priorities.

Identify your risk preferences.

Construct your portfolio

Determine your ideal mix of managers.

Create a customized portfolio.

Manage rebalancing and oversight.

Manage your portfolio

Identify your optimal asset mix.

Consider return, risk and suitability.

Build a curated list of managers.

Creating a customized portfolio

Your advisor determines your ideal asset allocation and constructs a portfolio that connects with your plan and preferences to maximize your return on life.

Incorporate a curated set of investment managers and strategies to personalize your portfolio.

Provide ongoing oversight and performance management of your portfolio.

Research market trends to help give you a deeper understanding of the financial markets.

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Investing solutions

We offer a vast array of investing solutions with carefully vetted portfolio managers and strategies.

Our investment choices include mutual funds, ETFs, custom solutions and sophisticated "alternative" investments.

Monitor: GuideCenter keeps you up to date

Keep tabs on your investments with GuideCenter®, a dynamic, easy-to-use online financial life management portal that helps you engage with your advisor to oversee your finances anywhere, anytime. It allows you to take on life’s changes with clarity and control—no matter how complex life can become.

Access, store, and share all of your financial information in one place including accounts, portfolios, and goals.

View your financial life in real time from a phone, computer, or tablet.

Communicate with your advisor through email and VideoMessenger.


Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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