Unifi Asset Management provides investment advice on a discretionary basis to sophisticated and institutional investors. They manage separately managed accounts and pooled investment vehicles, tailoring advice to specific investment objectives and strategies. Unifi aims to generate risk-adjusted returns through various proprietary investment strategies, primarily in domestic and international credit markets.
Assets Under Management$120M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Unifi Asset Management charges an investment management fee based on the value of your investments. This fee ranges from 0.50% to 1.75% per year, charged monthly in advance. The rate may be waived or modified for certain investors, such as employees or strategic investors.
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