Hedge Fund Solutions

Hedge Fund Solutions

SERVICE OVERVIEW

Unity Trust Financial’s overall investment philosophy is to protect and grow investors’ assets through both commingled and custom-tailored investment strategies designed to deliver compelling risk-adjusted returns and mitigate risk. Approximately half of the assets we manage are invested in customized vehicles created to meet client-specific objectives. Importantly, our team has deep experience in the disciplines needed to drive our various strategies.

Our goal is to protect and grow the assets of the world’s largest institutional investors, including public and corporate pension funds, academic endowments and charitable foundations. These clients represent workers, retirees, students and other beneficiaries. We strive to create investment solutions that preserve the capital that millions rely on for their financial future.

Our focus on the protection of client capital is reflected in our business model, our process and the values that guide our people. We understand the needs of our investors for targeted investment solutions and their goals of attractive risk-adjusted returns.