Unified Financial Securities, Inc., the Indianapolis-based mutual fund distribution firm, has formed an alliance with The Academy of Financial Services Studies, LLC, the Milwaukee-based provider of professional development courses, to enhance the suite of services Unified provides to its growing roster of mutual fund clients.
Unified Financial Securities, which was founded in 1952, is a mutual fund distribution firm providing full service sales, marketing and distribution to its clients. Currently, Unified services 13 fund families, 42 funds, and $6.7 billion of assets.
“Professional development in the financial services industry is absolutely critical to sustaining a competitive advantage. Ours is a competitive business with high standards – not only do we want to continue our learning and to gain additional knowledge in order to better serve our clients… we have to,” says Steve Highsmith, President and CEO, Unified Financial Securities. “Now, by leveraging the proven expertise and industry know-how of The Academy, we can bring our clients best-in-the-business professional development and learning solutions that can help them boost sales and increase assets under management. We are committed to providing our clients a “one-stop” solution. Our clients can benefit from more professional development opportunities and we are ready to deliver – this is exciting all the way around.”
Rochelle Lamm, Chairman and CEO of The Academy of Financial Services Studies and its sister company, Precision Marketing Partners, concurred. “We are extremely pleased to be working with Unified Financial Securities,” he adds. “This alliance demonstrates our commitment to bringing mutual fund companies the very best professional development and learning solution.”