Investment Management

At First United Wealth Management, our team of experts will customize your investment approach to suit your time frames, preferred risk levels and savings strategies. Having your assets professionally managed by First United Wealth Advisors allows you the peace of mind in knowing that trained, experienced advisors are diligently working on your behalf; not only to secure your current assets and allocate current requests, but to look ahead and provide flexible investment opportunities for your evolving needs.

We look beyond the assets in your portfolio, taking into consideration your values, your goals and your vision for the future. When you sit down with our experienced professionals, we’ll take the time to understand where you’ve been, where you are and where you want to go.

Managed Asset Portfolio (MAP)

One of First United Wealth Management’s most popular investment services is our versatile Managed Asset Portfolio also known as the MAP account. With a MAP account, your assets are diversified for stability in a constantly changing market. Our MAP portfolio managers have access to some of the leading money managers in the United States, allowing for calculated and targeted adjustment of portfolios each quarter, ensuring your account remains on target to achieve long-term financial goals, and a buy low/sell high philosophy. With the First United portfolio management team keeping a close eye on your portfolio, you have peace of mind knowing that we’re taking care of your investments.

For business owners, your investment strategies are a little different. To help you achieve your short and long term goals, First United Wealth Management has many different investment products and services to assist you and your employees. Some of these include:

  • Business Investment Management Account
  • Non-profit Investment Accounts
  • 401K Administration
  • Simple IRAs
  • Profit Sharing Plans
  • SEP IRAs
  • Custody Services

Two things are increasing: the cost of healthcare and the average life expectancy. Does your retirement plan take this into account? We can help you create a long-term plan for a happy retirement.

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