investment advisory services
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UAC offers three broad categories of investment advice on Investment advisory services - Portfolio Strategies, Fund Research and Recommendations, and Asset Allocation. Depending on your goals, our services may focus on one specific area or combine elements of all three. PORTFOLIO STRATEGIES Our investment advisory team creates strategies that incorporate independent, analytic insights and proprietary research. In this arena, we offer two primary portfolio composition strategies stock-based strategies and multi-manager strategies. FUND RESEARCH AND RECOMMENDATIONS UAC also provides clients rigorous evaluations to aid in fund portfolio analysis and selection. Our fund research covers all styles and market capitalization segments, spanning global equity and fixed-income markets. ASSET ALLOCATION Our asset allocation services can be used to develop portfolios for both institutional and retail settings. Following a highly disciplined approach, our investment professionals use modern portfolio theory as the foundation of their analysis, layering it with our perspectives on current market, economic and industry forecasts — all while addressing specific client requirements and investment objectives. We then recommend a forward-looking, strategic asset allocation at the asset class level designed to allow your firm to create portfolios that strive to maximize return for each unit of risk.
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