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Fiduciary, Independent, Fee Only Financial Advisors

UAK Diversified
Wealth Advisors
763-355-2337

UAK Diversified Wealth Advisors 763-355-2337UAK Diversified Wealth Advisors 763-355-2337UAK Diversified Wealth Advisors 763-355-2337

UAK Diversified
Wealth Advisors
763-355-2337

UAK Diversified Wealth Advisors 763-355-2337UAK Diversified Wealth Advisors 763-355-2337UAK Diversified Wealth Advisors 763-355-2337
  • Home
  • Meet Us
    • Financial Advisors
    • Appointment
    • Fiduciary Fee
    • Blogs
    • Regulatory Disclosures
  • Services
    • Investment Management
    • Retirement Planning
    • Insurance Planning
    • Trust Fund
  • Locations
    • Rochester
    • Saint Paul
    • Minneapolis
    • Stillwater
  • More
    • Home
    • Meet Us
      • Financial Advisors
      • Appointment
      • Fiduciary Fee
      • Blogs
      • Regulatory Disclosures
    • Services
      • Investment Management
      • Retirement Planning
      • Insurance Planning
      • Trust Fund
    • Locations
      • Rochester
      • Saint Paul
      • Minneapolis
      • Stillwater

EN

  • Home
  • Meet Us
    • Financial Advisors
    • Appointment
    • Fiduciary Fee
    • Blogs
    • Regulatory Disclosures
  • Services
    • Investment Management
    • Retirement Planning
    • Insurance Planning
    • Trust Fund
  • Locations
    • Rochester
    • Saint Paul
    • Minneapolis
    • Stillwater

INVESTMENT MANAGEMENT, ST. PAUL, MINNEAPOLIS, TWIN CITIES

Our approach: 

  1. Academically established investment processes rather than salesy mutual fund stories 
  2. Much lower all-inclusive expenses and fees than other advisors. AND on-demand, transparent, and objective investment performance reports
  3. 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.

Learn More

Contact us for a free consultation

Contact Form

Investment Advisors for 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 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

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

Management by

Ujae Kang, CFA, CAIA, ASA, MAAA: 

Nearly two decades of progressive experience in actuarial risk management, investment actuarial, accounting, and investment management, helping global corporations with investment and cash flow solutions.

Tailored Investment Portfolios

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

 UAK Diversified has selected 

Charles Schwab & Co., Inc.

as primary custodian for our clients’ accounts.  Charles Schwab & Co, Inc. (“Schwab”) has more than twenty years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.   

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.

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