Investment Management in St. Paul, MN

Investment Management Services

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

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

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

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

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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.   

Disclosure:

*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.


Legal Disclosure: UAK Diversified LLC is a registered investment adviser with the state of Minnesota