United Advisor Group

United Advisor Group provides investment management, financial planning, consulting (including retirement planning), and family office services to individuals, small businesses, trusts, charities and brokerage customers. Services are delivered through independent investment adviser representatives across multiple offices and include discretionary model portfolio management, non‑discretionary/custom traded portfolios, and the use of third‑party sub‑advisers.

The firm uses proprietary ModelPortfolios alongside third‑party managers and tailors allocations based on clients’ risk tolerance, tax strategy and time horizon, employing a mix of fundamental, technical and charting analysis as well as strategic and tactical asset allocation. Advisors may implement long‑ and short‑term trades, value investing and periodic rebalancing, and the firm can aggregate or block trades for accounts participating in models.

UAG’s brochure discloses that some advisors maintain outside professional roles (for example, as accountants, insurance agents, or real‑estate brokers) and that the firm has relationships with third‑party insurance networking agencies, which can give rise to commission or other compensation conflicts described in Item 10. The firm also emphasizes family office capabilities (including trustee/executor and bill‑pay services), maintains proprietary model portfolios, and leaves proxy voting to clients rather than voting proxies on their behalf.