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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-27-2023
- Office Locations
- 1
Office Locations
About Unified Investment Management
Unified Investment Management is an Atlanta-based, privately owned registered investment adviser providing customized, independent portfolio management and advice for individuals and families, and OCIO support for independent advisors and family offices. The firm emphasizes actively managed, personalized portfolios built within client risk parameters, aiming to move beyond off-the-shelf index approaches. Custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RYAN MALEC
Managing Partner, Partner
- CRD
- #5705234
- Ownership
- 50% but less than 75%
DAVID T WEITZ
Chief Compliance Officer, Managing Partner
- CRD
- #4429494
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,610,399 | $572,663 |
| Non-Discretionary | $0 | -- |
| Total | $150,610,399 | $572,663 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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