Conventional wealth management just isn’t good enough. By reimagining wealth management and delivering investment solutions that adjust to the life changes of our clients, we’re now an “emerging giant” in the industry, according to Barron’s.
Barron’s, America’s premier financial magazine, ranked United Capital number 4 on its 2016 list of top independent advisory firms* in the country, further solidifying how helping clients answer life’s big questions isn’t just what we say. It’s what we do - daily.
Since 2005, our team of more than 175 advisers has been driven by research to serve more than 10’s of thousands of clients nationwide to bridge the gap between an ideal life and the life they can afford. In a sometimes chaotic and volatile financial world, our team has been, and continues to be, committed to delivering dynamic, relevant plans our clients want and need.
“We don’t believe in a one size fits all approach,” says Founder and CEO of United Capital, Joe Duran. “By helping our clients answer tough questions about their lives and finances, we’ve built a personalized investment approach to help ensure our clients are able to live the lives they want.”
Our firm’s commitment to providing a “fiduciary” standard of care to clients means our clients’ interests are always priority, placed above the interests of the company. This governing principle is responsible for the deep well of trust that our clients have in us, and no doubt will contribute to our growth in the future.
The complete Barron’s rankings can be viewed here.
* This ranking is based on a number of criteria, including assets under management, client retention, and various factors, such as the firms’ number of clients, employees, advisors, offices and state locations. Ranking is not indicative of investment performance.