A complete list of active advisors currently associated with Unison

Warmer can help you find a great advisor at Unison or one who fits your needs even better.

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.

To learn more about the advisors currently working at Unison, 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.