Interactive Planning Approach
Wealth Management for fiduciary-focused clients begins with a comprehensive assessment of your financial landscape, considering short- and long-term objectives, family circumstances, and evolving priorities.
Our global wealth management approach integrates U.S. equity markets with cross‑border tax, currency, and risk considerations for high‑net‑worth investors.
As a fiduciary investment adviser, we provide structured guidance throughout each stage of the planning process and across key life events, helping clients make informed decisions aligned with their individual goals and risk tolerance.
Fee Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople
Fiduciary, fee-only financial planning at United Financial Planning Group is delivered exclusively by CERTIFIED FINANCIAL PLANNER™ professionals, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity, never selling products or earning commissions, and focusing entirely on providing unbiased financial guidance aligned with your goals.
Global Wealth Management for U.S. Equity Investors
We help identify, assess, and manage financial risks through structured insurance strategies aligned with regulatory standards. Our approach focuses on protecting assets, ensuring continuity, and reducing uncertainty so long-term decisions can be made with clarity and control.
Strategic Wealth Management: Your Fiduciary Gateway to U.S. Equity
- Real-Time Risk Analytics: Intraday monitoring of VaR (Value at Risk) and Drawdown limits.
- Smart Order Routing (SOR): Ensuring your equity trades are executed with minimal market impact and best execution.
- Consolidated Global Reporting: View your U.S. holdings alongside your global assets in a single, intuitive dashboard.
Direct Indexing & Factor Tilts: The Modern Wealth Management Engine
We move beyond traditional «Buy and Hold» strategies. For sophisticated investors, we utilize Direct Indexing and Factor-Based Tilts to optimize outcomes.
Systematic Tax Efficiency
For expatriates, tax efficiency is a critical component of wealth preservation. Our algorithmic infrastructure automates Tax-Loss Harvesting (TLH) within U.S. Equity sleeves, aiming to offset capital gains and enhance net-of-tax returns. Unlike traditional mutual funds, Direct Indexing allows for the harvesting of individual security losses even when the broader index is up.
Note: Tax-loss harvesting is subject to individual suitability and wash-sale rules.
Institutional Factor Strategies
We calibrate portfolios with specific factor exposures to enhance the risk/reward profile:
Quality & Low Volatility: Designed to help protect capital during market turbulence.
Value & Momentum: Capturing cyclical leadership and growth trends in the S&P 500 and Russell 1000.
Cross-Border Fiduciary Standards: Dubai to New York
Navigating the regulatory landscape of both the DIFC (Dubai International Financial Centre) and the SEC (U.S. Securities and Exchange Commission) requires a high degree of governance. As a fiduciary RIA, Asset Manager Tech ensures that your U.S. Equity strategy is:
Transparent: Every trade, fee, and execution algorithm is documented.
Compliant: Adhering to strict cross-border reporting and suitability standards.
Conflict-Free: Our fee-only model aligns our success strictly with your portfolio’s growth.
Institutional Infrastructure for Private Wealth
Our wealth management platform provides the same tools used by institutional hedge funds:
Real-Time Risk Analytics: Intraday monitoring of VaR (Value at Risk) and Drawdown limits.
Smart Order Routing (SOR): Ensuring your equity trades are executed with minimal market impact and best execution.
Consolidated Global Reporting: View your U.S. holdings alongside your global assets in a single, intuitive dashboard.
Why A|C Management Tech
As a global advisor to clients with assets and obligations in multiple jurisdictions, our team coordinates portfolio management with tax and legal professionals under a strict SEC‑registered fiduciary standard.
See What Our Clients Are Saying
Mandatory compliance notes and disclaimers
Compliance with the SEC Marketing Rule (Rule 206(4)-1): Investing in U.S. equities involves significant risk, including the possible loss of principal. Tax-loss harvesting and algorithmic strategies do not guarantee profits or protect against losses in declining markets.
Asset Manager Tech is an investment adviser registered with the SEC. Financial planning and wealth management services are tailored to the individual needs of each client. Past performance of U.S. equity markets is not indicative of future results. No part of this content should be interpreted as a guarantee of absolute returns.