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Easy to understand fees and investment performances

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Comprehensive financial and investment planning actuary

 Easy to understand fees and investment performances 


Retirement Investment Portfolio Services

Investment Advice by Actuaries?

Both insurance companies and government regulators rely on actuaries to project cash flow from investments and liabilities of pension funds, insurance products, financial institutes, etc. We are actuaries who bring that same knowledge and skill set to individuals like you to guide you in your financial planning.


Here are some of the benefits of working with our firm, UAK Diversified*:

 

  • Advice free from pressure to “produce” or “sell”.
  • Full transparency with all fees and investment performances.
  • Securities maintained through Schwab's Institutional Intelligent Portfolio(TM). Nearly 3 out of 4 wealth management firms with over $1 Billion aggregate assets under management have custody with Schwab thanks to excellent client services and the company's long term financial strength and stability.* 
  • Consistent, timely, and detailed care to our clients. Relatively lower overall fees (more left in your investment to grow).
  • Genuine compassion and relationship values based on founders’ Christian principals.


* Charles Schwab Broker/Dealer will have custody of client's investment portfolios.  UAK Diversified is granted limited power of attorney to buy and sell securities and assess fees based on a signed client agreement with no other rights or accessibility. 

Our Services:

  • Free Consultation 
  • Individual Projects
  • Ongoing Engagement  


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Navigating the financial waters with you

You can trust UAK Diversified to help you plan your financial future, advise you with comprehensive financial and investment planning.  We serve clients in Saint Paul, Minneapolis, and Rochester areas.


No obligation and informational only free consultation up to two times.

Our Team - About

In-depth training and experience are in finance and investment.  


Meet Our Team


Schedule Appointment

Our Team - Affiliation

 FAQs addresses the story behind UAK Diversified.  Partners and Affiliations demonstrates our credibility and resources.

 

FAQs


Partners and Affiliations 



Our Fees

 Competitive and fair –  Based solely on a percentage of invested assets.   


Fee Structure


Competitive Fee Analysis


Fee Value Over Time

Periodic Review

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Regular interaction with our investors ensures we stay on the path needed to achieve their goals.  



Free Initial Consultation


Investment Review


Ongoing Quarterly Reviews


Insurance Analysis


Education

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We believe an educated investor is a confident investor.  



Investor Learning Track


Blogs


Video Blogs


Live Seminars



Investments

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Schwab is the custody of client's assets. Client's investment portfolio maintained and managed through Institutional Intelligent Portfolios (TM) by Charles Schwab Corporation.


Why Stocks & Bonds

Customized Investment

Well-Diversified

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