Investment Advisory

UAS engages in systematic investment process – through financial engineering informed by the client’s goals, and stringent academic research. The investment advisory process is the synthesis of two elements: world class investment philosophy and the client’s particular needs, goals and conditions. To learn more about our investment management approach, visit the Investment Philosophy Section of this site. The steps below detail how we synthesize the philosophy and your goals/situation in the most efficient and appropriate way.

Stage 1: Personal focus

We help you assess your current situation and set investment goals.

Stage 2: Investment focus

We work together to help you develop greater insight about the capital markets, design a personalized investment strategy and create an Investment Policy Statement.

Stage 3: Implementation and review

We develop your team of portfolio managers and operations staff who will implement, maintain, review and refine your investment plan.

You can also learn more about our Investment Philosophy.