Unimar provides investment management services to various categories of institutions and high net worth investors. Unimar’s $215.0 million in AUM1 include numerous pooled investment vehicles as well as separately managed accounts. Our product expertise spans corporate credit, global equities, and other more nuanced markets such as receivables financing. By combining both 3rd party and Unimar product funds, the firm can tailor an investment portfolio based on specific risk, liquidity and return criteria.
Unimar is experienced in establishing a variety of fund structures domiciled in both the US and offshore with various currency share classes. Unimar has direct working relationships with legal firms and accountants in different jurisdictions and can tailor investment structures to meet specific client requirements.
Unimar’s investment philosophy is to manage client assets balancing the dual goals of high returns and low volatility. The risk management process starts by assessing the ability and degree to tolerate risk and tailoring bespoke portfolios within those parameters. Through monitoring the financial and currency markets, Unimar actively takes steps or advises and recommends risk mitigating trades and rebalancing.
Unimar partners with various custodians and investment advisors to provide full-service investment management capabilities. Unimar has a clearing and custodial agreement with Pershing, LLC, an affiliate of BNY Mellon through which Unimar’s clients can open custodial accounts. The Pershing platform is particularly well suited for managing fixed income portfolios as Pershing is one of the largest custodial financial institutions in the United States, and offers a wide array of financial services for its clients.
(1) as of December 31, 2018