United Strategy Investment Group is a Boston-based strategic wealth and capital management firm. The company strives to provide clients of all market capitalization levels with traditional, tactical, and alternative investment assistance. Founded in 1982 as United Investment, the firm managed nearly $30 billion in assets for over 150 companies. In 2007, United Investment merged with Capital Strategy Group and services were broadened to include small capital markets. Since then, total managed assets has increased to nearly $50 billion across 650 companies. In total, United Strategy Investment group provides wealth management council to over 5000 companies a year.
As a global leader in strategic investment, United Strategy strives to operate in a disciplined manner that attracts and retains experienced, ambitious professionals who are loyal to achieving the strategic wealth and capitalization needs of our clients. Ultimately, this allows us to emphasize exceptional portfolio performance, all the while delivering outstanding client services and guaranteeing growth opportunities for our employees and management staff.
Today, United Strategy Investment Group affiliated advisors build private equity, public equity, fixed income and credit, venture capital and absolute return investments across multiple sectors, industries and sector classes. The people-intensive, value-added approach instilled at the firm's founding remains at the core of United Strategy's competitive advantage, which has enabled the firm to deliver industry-leading returns to a diverse group of investors including pensions, endowments, foundations and individuals.
