Welcome

At United Capital Management of Kansas, Inc. we are committed to helping our clients plan for their financial security.  United Capital Management of Kansas, Inc. is a locally owned Kansas based firm of experienced, caring consultants dedicated to providing comprehensive and consistent financial advice to retirees, professionals, and small business owners, like you, who are looking for preservatioin, growth, and transfer of wealth.

United Capital Management of Kansas, Inc. is located in Salina with branch offices in Manhattan, and Abilene, Kansas.  All securities are offered through Sterne Agee Financial Services, Inc., member FINRA/SIPC.  We employ investment professionals and numerous support staff.  Our firm provides investment planning services for individuals, corporations, trusts and retirement accounts with investable assets approaching 100 million dollars. 

Our Business Philosophy: At United Capital Management of Kansas, Inc. we believe in being a "servant leader" to our clients. We are here to provide leadership to our clients in good times and bad. We embrace the fact that our clients need us most in market downturns and difficult times.

Our goal is to establish lifelong relationships not only with our clients, but wiht their families and others that are important to them. We develop a community of clients that know and interact with each other. At United Capital Management we truly believe our business is one big family.

We insist that all clients, regardless of net worth, participate in the UCM Wealth Management Program. This program is ongoing, lifetime (and beyond) process to continually monitor clints' needs, goals, plans and progress. 5-Star customer service is another major goal of our business practice. We continually strive to provide the best service in town and provide ourselves on being unique in the products and services we provide.

We believe in the importrance of excellent communication and education opportunity for our clients, as well as face-to-face meetings whenever change is required. In order to educate our clients and keep them up to date, we must stay educated ourselves, which we do through weekly conferences, meetings and seminars with some of the brightest financial minds in the country. Our goal is to understand and help our clients address any event that my impact their financial lives.

Our investment philosophy is simple: At United Capital Management of Kansas, Inc. we believe capitalism works! It is the only social and economic system that empowers and rewards human achievement, ambition, self-improvement, individualism, self-esteem and initiative. We believe that every client should have a writen investment policy statement. We help our clients create an investment policy statement which puts their investment strategy in writing and enables them to commit to a disciplined investment plan. This disciplined approach helps manage risk in volatile market environments by providing an objective framework for decisions thus minimizing potentially bad choices that may result from emotions such as greed and fear.

When it comes to porfolio design, we manage each client's allocation and investment selection individually based on their overall goals and risk tolerance. We take an active rather than passive approach to investing. We compile research data and use this data to develop portfolios that we velieve best fit the overal objectives of our clients. We rely on analytical research, forecasts, and our own judgment and experience in making investment recommendations to make sure our clients are properly diversified. We spread their portfolio among multiple investment vehicles, vary the risk in the securities we buy, and vary the securities by industry.