Investment Management in St. Paul, MN
Investment Management: Diversified Portfolio with Customization
Diversification that goes well beyond stock and bond mutual funds - all the while reflecting clients' individual circumstances and goals:
- 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.
Advisors & Platform with institutional investment Management
Evidence Based Passively Managed Investment Strategies
Proven Track Record of Actively Managed Investment Strategies
Proven Track Record of Actively Managed Investment Strategies
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
Proven Track Record of Actively Managed Investment Strategies
Proven Track Record of Actively Managed Investment Strategies
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
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.