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Fiduciary, Independent, Fee Only Financial Advisors

UAK Diversified
763-355-2337

UAK Diversified 763-355-2337UAK Diversified 763-355-2337UAK Diversified 763-355-2337

UAK Diversified
763-355-2337

UAK Diversified 763-355-2337UAK Diversified 763-355-2337UAK Diversified 763-355-2337
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Investment Management, St. Paul, Minneapolis, Twin Cities

Investment Management Services

Investment Management: Fine Tuned Diversified Portfolio with Customization

Diversification that goes well beyond stock and bond mutual funds - all the while reflecting clients' individual circumstances and goals:  


  • 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.  

Areas where we offer Help

Retirement Lifestyle

Deferred Executive Compensation Plans

RSU, Restricted Stock Units

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

Deferred Executive Compensation Plans

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

Deferred Executive Compensation Plans

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

Philanthropy, Legacy, Estate

Deferred Executive Compensation Plans

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

Philanthropy, Legacy, Estate

Philanthropy, Legacy, Estate

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

Philanthropy, Legacy, Estate

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.

Advisors & Platform with institutional level investment Mana

Evidence Based Systematic Investment Strategies

Pursing to Exceed Clients' Needs and Expectations

Evidence Based Systematic Investment Strategies

A professional providing investment management services in St. Paul, MN

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

environmental, social and governance (ESG) funds

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

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 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.   

Recognitions

a TEAM OF DIVERSE AND DISCIPLINED BACKGROUND

Korean Certified Financial advisor Minneapolis MN, Korean Investment Manager

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.

More on Sarah
Korean Financial Advisor, Korean Wealth Manager

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. 

More on Ujae
Korean Investment Advisor, Korean Financial Advisor National

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.

More on Jim

Our Firm's Professional Designations & Affiliations

National Registered Financial Advisor (NAPFA)
Certified Financial Planner
CFA, Chartered Financial Analyst
Fee Only Network
FPA, Financial Planning Association
SOA, Society of Actuaries
American Academy of Actuaries
CAIA Association, Chartered Alternative Investment Analyst

Legal Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of UAK Diversified LLCdba UAK Diversified Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by UAK Diversified LLC dba UAK Diversified Wealth Management a Registered Investment Advisor in the State of Minnesota. UAK Diversified Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.


The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.


Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.


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.

 
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 us with inquiries.  

Copyright © 2018 UAK Diversified - All Rights Reserved.