ABOUT US

We are committed to transparency, honesty and a common-sense approach to business and client relationships. We believe that building strong, long-term relationships with our clients is key to achieving their investment goals. We communicate regularly with our clients and are available through our multi-channel advisory structure.

At United Advisors America, we take risk management and portfolio management very seriously. We help clients navigate market volatility and other risks associated with investing by reallocating their funds based on market performance and their individual goals. We communicate regularly with our clients to keep them informed of any market concerns and to ensure that their investment strategies align with their risk tolerance and financial goals.

We offer a wide range of services to our clients, including investment management, retirement planning, risk management, estate planning and financial planning. Our personalized approach to investment management means that we work closely with each of our clients to develop customized investment strategies that are tailored to their individual needs and goals.

We believe that our personalized approach, commitment to transparency and fair pricing, and our team of capable professionals set us apart from other investment advisors in the industry. Contact us today to learn more about our services and how we can help you achieve your financial goals.

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HISTORY

United Advisors America was founded in 2008 with the goal of providing transparent and fair investment services to clients. We recognize that too often, financial advisors placed their interests ahead of their clients, and there was not transparency with respect to the fees that clients would pay.

As fiduciaries, we are legally required to place our clients’ interests ahead of our own, and we only charge fees on the total amount of assets we manage, without any hidden fees or charges. But, more importantly, fair pricing and transparency is the right thing to do.

Our team consists of both internal and external advisers who are committed to providing personalized, transparent, and fair investment services to each of our clients. Our CEO has over 30 years of experience in the financial advising industry and holds both the CLU and ChFC designations. Our COO has been in the industry for 13 years and holds an MBA, RICP and ChFC designations. Our CCO is also a licensed California attorney who has been practicing law since 2012.

How is UAA different from a
traditional stockbroker?

DISCLAIMER

PRIVACY POLICY

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