OVERVIEW:
United Asset Strategies, Inc. diversifies your investment portfolio among several asset classes through the use of individual stocks and bonds, no-load, open and closed-end mutual funds, as well as by utilizing separate account managers. We strive to create an investment mix that combines safety, liquidity, income and growth into your portfolio that fits with your financial and risk-tolerance objectives. We ensure that these specified objectives are continually met by actively managing and fine-tuning your portfolio’s mix of assets on an on-going basis. As economic and market conditions change, so must the respective asset mix in your portfolio to keep with your stated investment objectives and goals.