Investment Management

At Unified Wealth Advisors, we partner with The Financial Services Network's Portfolio Consulting team in order to build portfolios reflective of the unique financial objectives of our clients. Together, we collaborate on portfolio construction and investment selection so that we are leveraging thought leadership and the diverse resources of an experienced team. Partnering with a team of investment professionals, focused on the day-to-day tasks involved in trading and rebalancing portfolios, helps us devote more time to you, our valued clients.