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 35 years or investment experience.
- A pioneer in the analysis of emerging assets classes.
- Leads a team of 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.