At UNGM Advisors, Inc., we know you have financial goals you want to achieve, whether you’re just beginning to think about financial planning, looking to expand your portfolio or take it an all together new direction.
We are a multi-strategy investment advisor that provides portfolio management and financial planning services to its clients. We seek to generate high risk-adjusted returns to investors through a Long/Short equities strategy, whereby investments are analyzed through a fundamental, value-oriented lens. Our investments are typically planned with a long-term time horizon in mind.
Our goal is to help you reach your goals.