What kind of investments do you offer?
- We use ETFs and no-load (commission free) mutual funds for our clients' investments. We prioritize liquidity (ability to buy and sell funds quickly) and low fees. We assess our clients' willingness and ability to take risk and invest their funds appropriately.
Do we pick stocks for clients?
- In short, no. As sexy as it sounds, we don't believe picking stocks or timing the markets is in the best interest of our clients. Most of our clients are young professionals with long time investment time horizons; therefore, we believe it's in their best interest to take a consistent and disciplined approach to markets.
Where do we hold investment clients' funds?
- We custody our clients' funds with either TD Ameritrade or Folio Institutional depending on their particular situation and needs.
Is uVest Advisory Group affiliated with any other financial services firms?
- No. uVest Advisory Group is a totally Independent Registered Investment Advisor in Evansville, IN. We are not affiliated with any other firms.