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Fiduciary, Independent, Fee Only Financial Advisors
INVESTMENT MANAGEMENT, ST. PAUL, MINNEAPOLIS, TWIN CITIES
Our approach:
- Academically established investment processes rather than salesy mutual fund stories
- Much lower all-inclusive expenses and fees than other advisors. AND on-demand, transparent, and objective investment performance reports
- Powerfully intuitive financial planning strategies for each client
Our Proven Process: Regular rebalancing, tax-lot analysis for each trade, Markowitz’s mean-variance optimized portfolio that large institutions follow, rigorous financial planning, and coordination with each client’s investment accounts.
Our Guarantee: Utmost transparent investment process, products, and expense/fee information. Objective performance comparison against industry-leading mutual funds.
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 an inheritance, sale of a business, or exercise of stock options.
- Researching investments for clients' special preferences reflecting their values and principles. We may choose "smart beta funds", "environmental, social and governance (ESG) funds", and "alternative funds" to build portfolios 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.