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Fiduciary Wealth Manager & Fee Only Financial Planning Advisor
Investment Management, St. Paul, Minneapolis, MN, NATIONWIde
Investment Management: Fine Tuned Diversified Portfolio with Customization
- Portfolio design.
- 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.
We are Fiduciary Fee only registered independent financial planning advisors. Wealth management serving Saint Paul, Minneapolis, Rochester, near Twin City area. Email me for Nationwide.
Advisors & Platform with institutional level investment Mana
Evidence Based Systematic Investment Strategies
Proven Track Record of Actively Managed Investment Strategies, Coupled with Derivative Instruments
Proven Track Record of Actively Managed Investment Strategies, Coupled with Derivative Instruments
Management by
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.
Proven Track Record of Actively Managed Investment Strategies, Coupled with Derivative Instruments
Proven Track Record of Actively Managed Investment Strategies, Coupled with Derivative Instruments
Proven Track Record of Actively Managed Investment Strategies, Coupled with Derivative Instruments
Management by
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.
History of Exceeding Clients' Needs and Expectations
Proven Track Record of Actively Managed Investment Strategies, Coupled with Derivative Instruments
History of Exceeding 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.