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Fiduciary, Independent, Fee Only Financial Advisors
INVESTMENT MANAGEMENT, ST. PAUL, MINNEAPOLIS, TWIN CITIES
Areas of Expertise
Retirement Lifestyle: Understanding and planning for the desired lifestyle during retirement as well as using budget forecasting not only keeps clients solvent, but also reduces anxiety.
RSU, Restricted Stock Units : If strategically planned and executed, you can mitigate a significant amount of risk and uncertainty. It is true for both public or private company RSUs.
Deferred Executive Compensation Plans: Carefully planning and designing strategies for EDCPs can substantially reduce tax liabilities. Understanding the unique risks associated with these plans can help clients mitigate around them.
Education Funding: Planning for a child's higher education is a meaningful way to help your loved ones to ensure they can become successful and vibrant individuals. And it certainly requires meaningful financial resources.
Tax Strategies: In every financial plan or conversation, preferred options and strategies are carefully evaluated based on the tax implication to make the most economical decision.
Philanthropy, Legacy, Estate: Carefully planned financial resources can last beyond your lifetime. Our clients can make a profound impact to society and their heirs in a positive way.
Investment Advisors for Twin Cities
Investment Management: Fine Tuned Diversified Portfolio with Customization
- Empirical evidence based diversified portfolio models.
- Tax minimization strategies.
- Investment time frame.
- Current income requirement.
- Monitoring of investments and investment options.
- Investment rebalancing.
- Investment portfolio's size compared to clients' overall wealth and cash flow.
- Risk assessment: Clients emotional preference and perception of short term volatility.
- Asset distribution: Imminent near future considerations of cash flows, such as college education spending, funding of a large purchase, receipt of inheritance, sale of business, or exercise of stock options.
- Researching investments for clients' special preferences reflecting their values and principals. We may choose "smart beta funds", "environmental, social and governance (ESG) funds", and "alternative funds" to build portfolio while maintaining suitable target allocation.
We are Fiduciary, Independent, and Fee only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination. We are Registered investment advisors serving Saint Paul, Minneapolis, Rochester, and near Twin City areas and where otherwise legally permitted. Please Email me with inquiries.
Advisors & Platform with institutional level Management
Evidence Based Systematic Investment Strategies
Pursing to Exceed Clients' Needs and Expectations
Evidence Based Systematic Investment Strategies
Management by
Ujae Kang, CFA, CAIA, ASA, MAAA:
Nearly 2 decades of progressive experience in actuarial risk management investment actuarial, accounting, and investment management fields helping global corporations with investment & cash flow solutions.
Tailored Investment Portfolios
Pursing to Exceed Clients' Needs and Expectations
Evidence Based Systematic Investment Strategies
Portfolio Manager
Ujae Kang, CFA, CAIA, ASA, MAAA:
We meet our clients' special preferences reflecting their values and principals. We may choose "smart beta funds", "environmental, social and governance (ESG) funds", and "alternative funds" to build portfolio while maintaining suitable target allocation.
Pursing to Exceed Clients' Needs and Expectations
Pursing to Exceed Clients' Needs and Expectations
Pursing to Exceed Clients' Needs and Expectations
UAK Diversified has selected
Charles Schwab & Co., Inc.
as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.
a TEAM OF DIVERSE AND DISCIPLINED BACKGROUND
ESTATE & INSURANCE & TAX PLANNING
RETIREMENT INCOME & CORE INVESTMENT PORTFOLIO MANAGEMENT
RETIREMENT INCOME & CORE INVESTMENT PORTFOLIO MANAGEMENT
Sarah Kang, CFP(R):
She enjoys helping people with comprehensive financial planning with a focus on listening with empathy. Sarah holds the Certified Financial Planner Designation.
RETIREMENT INCOME & CORE INVESTMENT PORTFOLIO MANAGEMENT
RETIREMENT INCOME & CORE INVESTMENT PORTFOLIO MANAGEMENT
RETIREMENT INCOME & CORE INVESTMENT PORTFOLIO MANAGEMENT
Ujae Kang, CFA, CAIA, ASA, MAAA:
Nearly 2 decades of progressive experience in actuarial, accounting, and investment management fields helping global corporations with investment & cash flow solutions.
STRATEGY AND BUSINESS DEVELOPMENT (ADVISORY BOARD)
RETIREMENT INCOME & CORE INVESTMENT PORTFOLIO MANAGEMENT
STRATEGY AND BUSINESS DEVELOPMENT (ADVISORY BOARD)
James Mahnke, CTA, CPO:
Recognized investment portfolio manager with over 3 decades of experience. He received industry's most respected awards in investment management, including a number one Barclay Institutional Report ranking, Lipper top-third mutual fund ranking, Russell top quartile performance, and Morningstar top quartile ranking.
Our Firm's Professional Designations & Affiliations
