BESPOKE
Uniplan Bespoke Services
With our extensive expertise in real estate, income and small company investing, Uniplan receives requests for bespoke portfolio management services from Independent Wealth Advisors, high net worth (HNW) individuals and institutional clients.
Uniplan currently has partnered with clients to offering the following services:
- Managers Portfolio – Concentrated “Best Ideas” Thematic Portfolio
- Small Cap Equity – Core Small Cap Equity Strategy using the primary strategy tools of our Micro Cap Portfolio
- Preferred Securities – Creating high income and low correlation in preferred equities
- Unconstrained Fixed Income – Client tailored fixed income portfolios
- Next Economy Fixed Income Co-Advised with our affiliate Green Alpha Advisors LLC
- Municipal Fixed Income
- Short Duration Fixed Income for cash management purposes
- Option Overlay Strategies for risk managed outcomes
- Venture Capital Opportunities with our affiliate iSelect Funds
To explore how you can partner with Uniplan on these strategies or create a bespoke portfolio for you specific needs, please contact us.
Important Information:
Uniplan Investment Counsel, Inc. (“Uniplan”) is a boutique investment firm, with roots dating back to 1984, that manages a variety of portfolios primarily for US clients. Uniplan is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Uniplan including our investment strategies, fees and objectives can be found in our ADV Part 2 which is available upon request. Past performance is no guarantee of future results. Investment involves a risk of loss.