Easy to understand fees and investment performances
Investment Adviser Public Disclosure website of SEC and FINRA - Financial Industry Regulatory Authority
Ujae Kang is the portfolio manager and chief compliance officer.
He has been managing clients' investment portfolios over 10 years.
He holds a Bachelors of Business Administration from Indiana University Bloomington. He holds a Master of Financial Mathematics from the University of Minnesota's School of Mathematics.
He is a father of four boys and enjoys going sailing with them.
Sarah Kang is responsible for operations.
She has a Masters Degree from Indiana University Bloomington.
She is currently studying to become a Certified Financial Planner(TM) designation holder. She is a Member of Financial Planning Association of MN.
For the last 10 years, she has been responsible for administrative duties of clients' investment accounts.
Experiences include updating forms, executing trades, reviewing tax forms.
She is a concert pianist and is a frequent performer for Thursday Musical and other local recitals.
Our Vision Beyond The Company - UAK Diversified’s mission is that, from God’s perspective, our children should be better than us. Our grandchildren should be even better than our children.
Our Motto - Accomplishing the Highest Standards for Nurturing Our Children and Protecting Clients' Capital