Our Story

"We never lose sight of our investors." - Dr. Gregory Kasten, MD, Founder

Dr. Gregory Kasten, MD, had begun his career as an anesthesiologist when he began seeking investment advice to help him plan for his financial future. To his disappointment, Dr. Kasten found most advice to be biased and not necessarily in his best interest. He began doing his own research and soon Dr. Kasten was helping his colleagues with their investments.

As his reputation for honesty and transparency grew, Dr. Kasten made the choice to leave the medical field and establish what is now Unified Trust. He believed that the same standard of care should apply to a financial professional working with an investor as a medical doctor treating a patient. That belief is still the core principle behind Unified Trust, and the reason we accept the fiduciary role of the discretionary trustee.

Contact Us Today

Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.