At Unified Trust, your goals are our goals.
Our goal is to help people achieve successful financial outcomes in relation to their Wealth Management, Retirement, and Financial Planning needs. In a sense we’re guardians of their dreams and it’s a responsibility we don’t take lightly. To accomplish this we focus on long-term goals and create solutions that will realistically help people achieve those goals with a minimum of risk.
We’ve Been Unique From The Beginning
In the early 1980’s Dr. Gregory Kasten, Founder and CEO of Unified Trust, was a successful anesthesiologist. When it came time for his own financial planning he became dissatisfied with the investment advice he was getting so he began learning about investing and financial planning and, before long, he found himself helping his colleagues manage their portfolios.
Dr. Kasten’s innovative ideas and analysis proved to be so successful that in 1985 he launched his own advisory business. Today Unified Trust Company, headquartered in Lexington, KY, helps investors manage over $3.6 billion in total assets.*
A True Fiduciary
We are one of only a handful of national independent trust companies in the country today. Being a trust company enables us to offer fiduciary discretion. We put our clients first and we must always use a “prudent expert” standard of care.
Who We Serve
Our company serves individual investors through our Wealth Management Services business and retirement investors through our Retirement Plan Consulting Group. We work directly with our clients and in concert with our Advisor Partners.
In October, 2006, the Centre for Fiduciary Excellence (CEFEX) certified Unified Trust to the Fiduciary Practices for Investment Advisors. Unified Trust was among the first Investment Advisors globally to successfully complete the independent certification process and the first—and still only—trust company certified in the United States. To maintain our CEFEX certification we submit to annual audits by the Centre for Fiduciary Excellence.
* As of February 2014