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Unit Investment Trust

We offer Unit Investment Trusts that allow you to diversify ownership across an entire sector of the economy, thereby decreasing the risk and volatility associated with investing in an individual stock or bond. A Unit Investment Trust is a fixed, sector-specific portfolio of securities such as equities, corporate bonds, municipal bonds or government bonds. The UIT portfolio remains fixed until a set maturity date, and therefore is not managed. UITs are highly liquid. Anderson & Strudwick provides access to a variety of UITs to match your investment style.

 

Portfolio Management

We offer a variety of fee-based portfolio management products. Including our proprietary Anderson & Strudwick Managed Portfolios.

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