Asset Management

Unimar provides investment management services to various categories of institutions and high net worth investors.  Unimar’s $229 million in AUM* include numerous pooled investment vehicles as well as separately managed accounts.  While our focus is fixed income, we work closely with other advisers to provide our clients with investment solutions across asset classes. By combining both 3rd party and Unimar product funds, the firm can tailor an investment portfolio based on specific risk, liquidity and return criteria.

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*Regulatory AUM as of December 31, 2023