Unison

Unison Advisors provides discretionary multi-asset portfolio management for individuals (including high-net-worth clients), trusts, charitable organizations, and other registered investment advisers through subadvisory arrangements. Clients receive separately managed accounts held at a qualified custodian, monthly custodial statements, daily access via the custodian’s portal, and quarterly reporting from the firm.

The firm’s investment process surveys investable asset-class indexes, selects passive, liquid, transparent funds to represent those classes, and estimates expected returns quarterly to determine allocations from a strategy-specific neutral weighting; trading is generally infrequent and turnover resembles that of an index fund. Unison emphasizes diversification across assets, geographies and investment styles, uses low-cost, tax-efficient funds, and reports detailed valuation data each quarter to inform decisions.

Notable features relative to peers include operating with a single investment professional while managing about $2.02 billion in discretionary assets and providing subadvisory services to other advisers, a combination that is uncommon for firms in its category. The firm’s managing member holds a law degree and contributes to Bloomberg Opinion, though the firm does not practice law or affiliate with a law firm, and it focuses on portfolio management rather than offering standalone financial planning.