Unified Trust Company

Unified Trust Company was one of the first discretionary trustees in the country. That means that we’re bound by law to always act in your best interest; to do what’s best for you at all times.Advisor Partner Services We find that we can do the most good for our clients when we work in concert with our Advisor Partners. Our Advisor Partners complement our services and work hand-in-hand with us to accomplish a common mission: to always do what’s best for our clients to help them reach their ultimate retirement goals. Retirement Services Managing retirement plans is our specialty and we do it in a way that makes us unique. We have innovative, proprietary products and services and most importantly, we assume fiduciary responsibility for the plan and we take it very seriously as a discretionary trustee. Wealth Management ServicesUnified Trust has a proven record in financial planning and investment management and a commitment to personal service and personalized solutions for every customer. We have time-tested solutions for helping people reach successful retirement outcomes, provide for their heirs, save for education, sell a business and create sound endowments.Foundations & EndowmentsWe have extensive knowledge of the financial, legal, and administrative issues facing nonprofit organizations today as well as the critical importance of establishing effective procedures and prudent policies for investment management. To fully understand the specific needs, objectives and requirements of your organization, Unified Trust works closely with you and the nonprofit investment committee. We essentially become the “outsourced” Chief Investment Officer for your organization.