A complete list of active advisors currently associated with Union Strategic Advisors
Warmer can help you find a great advisor at Union Strategic Advisors or one who fits your needs even better.
Union Strategic Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, high‑net‑worth families, trusts, estates, business entities, qualified retirement plans and donor‑advised funds, and also offers business consulting services to small and medium‑sized businesses and owners. The firm charges percentage‑of‑AUM fees and tailors portfolios to clients’ objectives. The firm typically uses fundamental analysis and a long‑term investment orientation, implementing portfolios composed of mutual funds, ETFs, equities, fixed income, municipal securities, options, annuities and, where appropriate, private/alternative investments; it may also recommend and monitor unaffiliated external managers for portions of client assets. Union Strategic Sponsors and administers the USA Wrap Fee Program, under which custody and transaction services through its chosen custodian are consolidated into a single wrap arrangement. Distinctive features noted in the brochure include acting as the sponsor of its own wrap‑fee program — a structure relatively uncommon among peers — and offering standalone business consulting engagements (including fixed‑fee or hourly arrangements) in addition to wealth management. The firm operates with a small adviser team overseeing several hundred client relationships and over $371 million in discretionary assets, and relies on a custodial platform that provides technology, research and operational support.
To learn more about the advisors currently working at Union Strategic Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Blue Ash, OH
| 15
| |
Blue Ash, OH
| 8
| |
Blue Ash, OH
| 33
|
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