Institutions & Non-Profits

Institutions & Non-Profits

United in Purpose

Empowering Organizations to Strengthen Their Financial Future

At United Wealth Management, we recognize that each organization—be it a corporation, foundation, endowment, government entity, union, or professional association—has unique financial needs. We offer customized strategies to help you achieve your mission and operational objectives.

Our Comprehensive Solutions to Protect, Grow, and Manage Institutional Wealth

Foundations & Endowment Services

We collaborate with you to develop investment strategies that align with your goals, utilizing a network of leading investment managers accessible through separate accounts, limited partnerships, or institutional share classes. 

Retirement Plan Services

Our dedicated team of retirement specialists delivers tailored support in plan design, investment management, and participant education. We focus on creating customized retirement solutions that align with your organization’s goals—empowering your employees to build long-term financial security and confidently plan for the future.

Custody Services

Our custody services include asset safekeeping, income collection, proxy aggregation, processing and settlement, and cash management, providing accurate and timely reporting for full transparency. Our goal is to handle the complex tasks freeing up your investment manager's adminstrative time. 

Corporate Trust Services

We offer Trustee, Registrar, and Paying Agent services for various debt issues, including general obligation bonds, revenue bonds, and school bonds, ensuring compliance and efficient management.

United Wealth Management solutions help institutions and nonprofits navigate complex financial decisions with trusted expertise for more than 185 years.

Wealth Management Market Insights

At United Wealth Management, our team delivers data-driven insights to help you navigate economic shifts, market trends, and global developments. In a time of rapid policy changes and evolving conditions, we provide clear, objective guidance to help you make informed financial decisions and stay ahead of the curve. 

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Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not Insured By Any Federal Government Agency
This information is not legal or tax advice and past performance is no guarantee of future performance.

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