Fiduciary, Independent, Fee Only Financial Advisors
UAK Diversified is an independent, Fee-Only financial planning and investment management firm specializing in retirement management in St. Paul and Minneapolis, MN.
We coordinate investment management with social security, life style expenses, healthcare needs, and other income sources.
We provide comprehensive advice beyond the typical retirement investment management. Our clients receive customized retirement management:
Our focus is to bring clear vision to your financial matters that could be intimidating and confusing. Our retirement management goes far beyond investment management. We provide fiduciary advice to our clients who are:
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.
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.
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.
We look at all the sources of cash inflow during a clients’ retirement.
We look at all the sources of cash outflow during a clients’ retirement. Mortality, inflation, medical costs, and other assumptions are used.
We look at the net cash flow (total income minus total expenses)
We look at the projected investment portfolio balance prior to and during the retirement.
We develop strategic investment portfolio asset allocation models that match a client's situation and objectives.
We use robust institutional quality stress testing analytics for our clients' investment portfolios. This helps us ensure that we have a sound financial plan in place and that our client won't likely to run out of money.
The charts are for informational purposes only and is not intended to be a projection or prediction of current or future performance of any specific product. All financial products have an element of risk and may experience loss. Past performance is not indicative of future results.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of UAK Diversified LLC dba 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.