Diversification that goes well beyond stock and bond mutual funds - all the while reflecting clients' individual circumstances and goals:
Ujae Kang, CFA, CAIA, ASA, MAAA:
Over 2 decades of progressive experience in actuarial, accounting, and investment management fields helping global corporations with investment & cash flow solutions.
James Mahnke, CTA, CPO:
Decorated investment portfolio manager with over 3 decades of experience. He received the 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.
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.
*These materials have been independently produced by UAK Diversified LLC. UAK Diversified LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. UAK Diversified LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Legal Disclosure: UAK Diversified LLC is a registered investment adviser with the state of Minnesota