OUR SERVICES

From its founding, UAS has provided each of its clients with the best investing and planning solution for each situation, in times of recession and of prosperity. Whether you are an individual, a family, business, foundation or other institution, UAS can help you not just weather the storm, but flourish. Here’s what we could do for you.

Individuals & Families

Universal Advisory Services has served both high-net-worth* individuals and families since 1985, and we continue to focus on these clients.

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Institutions, Foundations, & Endowments

UAS provides a continuum of investment and fiduciary services to institutional clients. We can start at the ground level and help clients design and implement the necessary governance structures and oversight policies to ensure they are meeting and exceeding the requirements of their fiduciary responsibility.

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For Businesses

For over 25 years, UAS has provided business consulting and advisory services to entrepreneurs, business owners and other professionals. Our principals have extensive business development and management experience and have earned a national reputation.

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*A "high-net-worth individual" is an individual with at least $1,000,000 managed by the reporting investment adviser, or whose net worth the investment adviser reasonably believes exceeds $2,000,000 (or who is a "qualified purchaser" as defined in section 2(a)(51)(A) of the Investment Company Act of 1940). The net worth of an individual for SEC purposes may include assets held jointly with his or her spouse and would include the value of a person's verifiable non-financial assets, such as a primary residence or art collection.
UAS Office