Complete Wealth Management
United Capital provides complete wealth management services to discerning private clients. We manage each client’s portfolio using four proven pillars:
- Financial Control Assessment
To increase your confidence in your financial decisions, we work together to create a customized Financial Control Scorecards® (Financial Control Scorecard®, or FCS® powered by Financeware® and Morningstar®) that illustrates the probability of reaching your aspirations by clearly defining the future impact of each financial decision you make. - Customized Portfolio Construction
Starting with the end in mind, we then design a custom portfolio to address your unique goals and financial needs with the optimal balance between maximizing returns and minimizing risk. - Independent Investment Management
Once we design your plan, we use independent solutions to build your portfolio and then continually monitor their progress to assure the right mix to ensure that your strategy and portfolio are making steady progress toward your defined end goals. - Active Risk Management
To protect your total financial control – even when negative events occur – we proactively work to identify, analyze, and implement protection strategies for both internal and external risks that may affect your portfolio.
By adhering to these cornerstones, continuously communicating with our clients, and offering independent investment solutions, United Capital provides each client with complete financial control –with the assurance that your portfolio has expert day-to-day management.
