We are excited to announce that, effective February 1, 2013, Dunn Hogerty has changed our name to align with our partner, United Capital Financial Advisers, LLC. (United Capital). United Capital is a national Registered Investment Advisor (RIA) specializing in private wealth counseling, technically advanced investment management and a technology platform that supports our practice and allows us to better serve our institutional and individual clients.
What does NOT change is US and our firm’s goal to confidentially provide Independent and Unbiased Advice for private wealth counseling and institutional investment advice through exceptional client service.
The partnership of our local office's combined 90 years of investment experience, along with the additional expertise of United Capital and associated specialists provides:
- Access to superior private wealth strategies
- Expanded investment management strategies
- An advanced technology platform
- Enhanced practice management processes and systems – which provide us with more time with our clients
- Expert Institutional, Corporate and Retirement consulting and advisement
We are proud to have been selected to be a part of such a unique partnership and we hope you will agree that this merger will significantly improve our ability to serve your planning and investment needs. We are anxious to further explain these major improvements and answer your questions.
Jerald L. Dunn, CIMA®, CFP®
Thad R. Dunn, CFP®
Director of Operations
Senior Relationship Manager
Institutional Relationship Manager