Mission and Vision
Unified Financial Services, Inc. (the "Company") is the holding company for Unified Trust Company, N.A. ("UTC"), a client-focused investment management firm. Our Company's vision is to insure that UTC and any future subsidiary operating in a similar line of business will enhance shareholder value through profitable business activities centered in providing high quality long-term financial solutions to individual clients through our wealth management ("Wealth Management") business and to retirement clients through our Retirement Plan Consulting ("RPCG") business.
UTC's primary focus is the successful financial outcome of each of our clients. As a true fiduciary, we place the needs of our clients before our own, seeking innovative solutions for them with the understanding and conviction that our business will grow only if our clients are successful.
We believe that our commitment to delivering measurably improved outcomes to clients provides us a distinct marketplace advantage given current demographics, expected wealth transference and financial market dynamics. We expect this environment will provide an opportunity for UTC to grow substantially by offering thousands of new investors the opportunity for a more successful financial outcome.
Simply stated, our mission is to be the best wealth management and retirement plan consulting company in the United States. In so doing, our actions will adhere to the highest ethical standards and fiduciary responsibilities.