Company Profile

Company Overview

Unified Trust Company, N.A., is a nationally chartered trust company founded by CEO Gregory W. Kasten, MD, MBA, CFP®, CPC, AIFA®. In 1985 Dr. Kasten, then a Board Certified Anesthesiologist practicing in Lexington, Kentucky, started one of the few fee-only investment advisory practices then existing in the United States. Specializing in asset management for fellow physicians and high-net-worth clients, Dr. Kasten's reputation grew so rapidly that he left the practice of medicine and built his firm into a national wealth management firm with a reputation for prudence and sound investment philosophy.

Two core features of fiduciary duty are "loyalty" and "due diligence". Loyalty mean Unified Trust always puts the needs of the client first as a standard procedure. Due Diligence means the obligation to properly research investments both before and after the purchase. The concept is simple:

Apply the very best process of techniques and information to the task of selecting investment choices;
Regularly monitor the performance of each choice;
When an investment choice fails to measure up to an objective set of criteria, that investment must be replaced.

Unified Trust Company, N.A. in an Equal Opportunity Employer.