Our Goals

MAKE PORTFOLIOS MORE EFFICIENT

  • Our REIT, Micro Cap and High Income Total Return solutions are low-correlation strategies that can shift your portfolios out on the efficient frontier.
  • An allocation to our targeted asset solutions can enhance growth and income while reducing overall portfolio risk.

PROVIDE EXPOSURE TO ALTERNATIVES WITH LESS RISK

  • Each of our strategies provide diversification within the targeted asset class to reduce volatility.
  • Quantitative and qualitative analysis are used to identify securities poised to deliver superior risk-adjusted returns.

BE A LEADER IN ALTERNATIVE INVESTING

  • We have been pioneers in alternative investing since Rick Imperiale began managing REIT strategies in 1989.
  • Rick authored “Real Estate Investment Trusts: New Strategies for Portfolio Management” and “The Micro Cap Investor: Strategies for Making Big Returns in Small Companies” to spread the word about alternative investing.

View Our Alternative Strategies

Our Team

RICK IMPERIALE – FOUNDER, CHAIRMAN & CHIEF INVESTMENT OFFICER

  • Over 31 years or investment experience.
  • A pioneer in the analysis of emerging assets classes.
  • Leads a team of 9 investment professionals with more than 150 years of total investment experience.

KRIS JAMISON – PRESIDENT & CHIEF EXECUTIVE OFFICER

  • Has been introducing Uniplan to the institutional and separate account marketplace since 2003.
  • The central contact for all of Uniplan’s business partners.
  • Holds the Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) designations.

Meet the Uniplan Team