United Asset Strategies, Inc. holds that “prudence” and “discipline” are key to portfolio management. Each investment must be made in a well-thought-out fashion, taking account of all pertinent data, the investor’s financial objectives and risk parameters. A prudent and disciplined portfolio manager endeavors to achieve the investor’s goals, nothing more. An investment portfolio must be consistent with risk-tolerance and financial priorities. Our goal in managing your investment portfolio is twofold. First, we strive to obtain a reasonable absolute performance for you, and second we work toward getting the best risk-adjusted returns.