A complete list of active advisors currently associated with Union Capital Management Corp

Warmer can help you find a great advisor at Union Capital Management Corp or one who fits your needs even better.

Union Capital Management Corp is a state-registered investment adviser that provides discretionary investment management to a small mix of clients including a Louisiana municipal/public fund, high-net-worth individuals and their retirement plans, and corporate accounts; it does not generally serve non‑high‑net‑worth retail individuals. The firm profiles and constructs portfolios with an emphasis on income and dividend-producing securities and, for public clients, statutorily restricted fixed‑income investments. UCM tailors strategies to client objectives, using fundamental and sector analysis and favoring dividend- and interest‑paying stocks for individual accounts while holding government securities to maturity in the public fund account; exchange-traded funds are used primarily as hedges and sizable cash positions are maintained at times. Accounts are managed on a discretionary basis, reviewed monthly by the firm, and clients can impose investment restrictions or change objectives at any time. What distinguishes UCM among similarly sized supported advisers is its ongoing management of a municipal/public fund in Louisiana — including a benchmark-linked compensation arrangement for that account — a client type and fee structure that are uncommon for firms in this category. The firm manages approximately $64,356,921 in assets for a relatively small client base, operates with a two-advisor team, does not accept commission-based compensation, and limits mutual fund use, resulting in a concentrated, income‑oriented practice.

To learn more about the advisors currently working at Union Capital Management Corp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.