Our Mission
“Managing a competitive strategic portfolio with sustainable growth potential to create value for all of our customers.”
Our purpose at United Capitals is to positively impact lives. We know that this is a big statement for an investment firm, but it speaks to the awareness that we carry every day that our work ultimately provides for the retirement of firemen, policemen, teachers, autoworkers, and others, and for the advancement of social goals at universities and endowments. It also speaks to the fact that we recognize that our direct, contractual clients – those who run the pension funds, foundations, endowments, etc., and those consultants who work with them – are impacted at a professional and even personal level by the quality of work that we – each and every one of us – do for them. This is a far cry from what most people outside of our industry would expect the ethos of an investment firm to be. We are proud of the mission of our firm.