Unified Investment Management

Unified Investment Management, LLC is a financial advisor firm established in March 2023 and based in Atlanta, Georgia. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. Unified IM seeks discretionary authority from clients to make investment decisions in accordance with fiduciary duties. The firm provides financial planning services at no additional charge and may act as a subadviser to unaffiliated advisers. Unified IM primarily recommends equities but also advises on mutual funds, fixed income securities, real estate funds, and other investments for diversification. Clients are not charged a minimum initial investment amount. The fee structure includes an annual fee of 1.25% based on total assets under management. Unified IM operates under a fiduciary duty, acting in the best interests of clients and avoiding conflicts of interest. Clients receive quarterly reports on their accounts, and the firm reviews accounts at least annually. Unified IM does not accept performance-based fees and provides detailed information on investment strategies, risks, and methods of analysis. The firm does not participate in wrap fee programs and has assets under management of $136,230,720 as of December 2024.