UNIFIED INVESTMENT MANAGEMENT

Overview

Unified Investment Management is an independent registered investment adviser structured as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional accounts, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management, and it operates primarily as a discretionary manager—its entire reported AUM is discretionary. Investment preferences tilt toward public equities: exchange-traded equities are the single largest asset type on the books and the firm lists equities as its stated preference. Unified Investment Management supplements public-market exposure with mutual funds and allocates selectively to private-market alternatives through third-party managers rather than acting as a capital allocator itself. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices