United Advisors Investment Management, LLC

Overview

United Advisors Investment Management, LLC is a small, SEC-registered investment adviser formed as an LLC that provides discretionary portfolio management for individuals and small businesses as well as for business and institutional accounts. The firm operates as a capital allocator and also engages in the selection of other advisers, signaling a willingness to place client capital with third-party managers rather than relying solely on internally managed strategies. Investment activity appears focused on conventional fixed income and mutual fund allocations, with selective use of private-market and real estate exposure through third-party vehicles. United Advisors charges fees based on a percentage of assets under management and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices