Peter Fertig

Director, RIA Business Development at United Asset Strategies, Inc.

Peter Fertig

Peter Fertig

Director, RIA Business Development at United Asset Strategies, Inc.

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Founder & President at United Asset Strategies, Inc.

Relationship likelihood: Strong

Executive Director, Business Development at United Asset Strategies, Inc.

Relationship likelihood: Strong

Chief Data Officer at United Asset Strategies, Inc.

Relationship likelihood: Strong

Portfolio Manager at United Asset Strategies, Inc.

Relationship likelihood: Strong

Founder at United Asset Strategies, Inc.

Relationship likelihood: Strong

Owner at United Asset Strategies, Inc.

Relationship likelihood: Strong

Chief Compliance Officer at United Asset Strategies, Inc.

Relationship likelihood: Strong

General Manager at United Asset Strategies, Inc.

Relationship likelihood: Strong

Director of Client Portfolio Analysis at United Asset Strategies, Inc.

Relationship likelihood: Strong

Director, Computational Finance at United Asset Strategies, Inc.

Relationship likelihood: Strong

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Peter Fertig
Director, RIA Business Development at United Asset Strategies, Inc.
Career History
Director, RIA Business Development
Current

United Asset Management's (UAM) investment strategy includes the objective of a broad degree of issuer diversification. Generally, their clients authorize them to invest their assetsprimarily in publicly traded securities and shares of mutual funds. the securities held in clients accounts include: exchange listed securities, securities traded over the counter, securities of foreign issuers, common stock, preferred stock, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, shares of mutualfunds, US government securities, options contracts on securities, futures contracts ontangibles and intangibles, partnership interests, and limited liability company interests. UAM engages in long-term and short-term purchases, trading, margin transactions and option buying and writing. Depending on client objectives, they may buy or write covered or uncovered options and engage in spreading strategies and straddles.

Regional Vice President, North East
Prior - 2019

Zack Investment Management (ZIM) manages their investment strategies through the application of a hybrid research process, which uses both quantitative and qualitative criteria. The firm uses proprietary models to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of multiple fundamental factors. They utilize data from Zacks Investment Research as a tool inmanaging portfolios.ZIM provides wealth management services which use asset allocation models to consider a number of macro- and microeconomic indicators. Portfolios are constructed based on each client's individual investment goals, time horizon and risk tolerance. ZIM incorporates a strategic mix of asset classes rather than attempting to pick the single best performing asset class or individual security. The firm also incorporates a separate model designed to predict the future value of interest rates, credit spreads and inflation. ZIM's investment strategies include: Quantitative; Focused Growth; International Equity, All-Cap Core, Dividend, Fixed Income, MLPs, Preferred Income, Market Neutral, Small- Cap Core, Mid-Cap and Global Tactical.

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