United Capital Management works with you to achieve the best customizable solution for your investing goals and future needs. We understand that everyone has different investment goals. It's our job to listen, ask the appropriate questions, and then work together to develop the best possible solution for your investments.



United Capital Management has a custom 5-step process that has been tailored to provide clients successful results and a great experience:

1. Determine your investment objectives and risk tolerance
2. Develop an appropriate asset allocation strategy for your investment goals
3. Construct and implement your portfolio
4. Communicate and report your portfolio performance monthly
5. Rebalance your portfolio as needed to adhere to your investment goals
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1. INVESTMENT OBJECTIVES
Setting clear objectives is key to developing a successful investment strategy. We will discuss with you factors that may be taken into consideration when clearly defining your investment objectives and goals. We recognize that objective setting is part art and part science and that setting appropriate objectives will require making some trade off decisions.

2. INVESTMENT STRATEGY
Every successful investment approach has, at its core, a sound investment strategy. At the most basic level, an investment strategy establishes the allocation between various asset classes (stocks, bonds and cash). Additionally, an effective investment strategy also establishes the objectives, goals and parameters associated with your given investor profile. We will work with you to develop an investment strategy that reflects the unique goals, needs, risk-tolerance and time horizon of your particular situation.

3. PORTFOLIO CONSTRUCTION
Portfolio construction is the process of building a well diversified set of assets that meet the parameters of your investment goals and objectives. Determining which types of investment vehicles are appropriate for your portfolio is a crucial component of the investment management process. We will construct a portfolio that is tailored to your unique circumstance. Portfolios are created using individual stocks, bonds, ETFs and/or mutual funds.

4. CLIENT COMMUNICATION
We are dedicated to service and client communication is our top priority. We are always available to answer questions regarding your portfolio and will formally communicate your portfolio performance on a monthly basis. Additionally, you can review your portfolio online at the qualified custodian where your account assets are directly held.

5. PORTFOLIO REBALANCING
Portfolio rebalancing is the process of bringing different asset classes back into proper relationship based on your investment objectives and goals. More simply stated, it is returning your portfolio to the proper mix of stocks, bonds and cash when they no longer conform to your investment program. As needed, we will review your portfolio and rebalance your holdings to ensure that your investments adhere to your financial goals and risk profile.

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