Unified Financial Services, Inc.

Unified Financial Services, Inc.

Unified Financial Services, Inc., a holding company, provides financial products and services in the United States. It offers back-office and shareholder services for the assets of third-party mutual fund families, as well as its affiliated series funds, including mutual fund distribution services. In addition, the fund manages and administers 401(k) and other ERISA-directed assets, and wealth for individuals through portfolio management and a suite of family-office services. As of December 31, 2003, it provided mutual fund services, transfer agency, fund accounting, administration, and distribution services to 31 mutual fund families consisting of 176 portfolios. As of the above date, the fund provided trust and retirement services to approximately 1,800 clients. Unified Financial was organized in 1989 as Unified Holdings, Inc. and changed its name to Unified Financial Services, Inc. in 1997. The fund is headquartered in Lexington, Kentucky.

Contact Details

Office Address

Unified Financial Services, Inc.
2353 Alexandria Drive
Lexington, KY, USA 40504
Phone: (859) 422-0347

Executives

Chairman

Philip L. Conover

President, CEO, and Director

John S. Penn

CFO

Jack H. Brown

Business Reviews for Unified Financial Services, Inc.

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