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smart investing

with seasoned market analysts

We use investment theories based on academic research and experience

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Less Automation. More Advice. Heightened Humanity.

results-based investment management services

We have a disciplined approach to investing based on our many years of experience. We view the assets entrusted to us in the context of the client's total net worth and liquidity needs.

ETF FUND INVESTORS

Discover a value investing model driven by quantitative analysis and macro-economic trends combined with global market driving forces.

INDIVIDUAL INVESTORS

Enjoy personalized service from a boutique investment firm driven by macroeconomic trends and quantitative investment data.

UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF

An in-house, diversified, actively managed fixed income ETF (Symbol FFIU)

UVA Dividend VALUE ETF

An in-house, diversified, actively managed equity fund (Symbol UVDV)

our core values

At Universal Value Advisors, we believe wealth is not just about making money.
It’s about having trusted resources to create a life well lived.

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genuine. ethical. sure-footed.

Because our major source of income is our low management fee, it’s only when your assets rise that our income grows.

value-oriented

We use Benjamin Graham’s “Margin of Safety” to pinpoint the intrinsic value of a particular business. This allows us to invest at a discount to the estimated intrinsic value.

accountable

All investment decisions are made in-house. We take responsibility for the performance of our clients’ portfolio according to our established risk and return characteristics.

protective

We do not chase market indexes, and we preserve our clients’ capital by producing consistent positive returns with subdued volatility in portfolio values.

disciplined

When we perceive over-valued companies, we pare such positions in our client portfolios. This distinguishes our approach to investing from a “Buy and Hold” philosophy.

vigilant

Each investment is examined in detail to obtain a substantial “Margin of Safety” using balance sheets, low debt levels and competitive advances among other metrics.

attuned

We are constantly attuned to market conditions and invest according to the fundamentals, even contrary to the market’s mood of the moment.

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stable. dependable. authentic.

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Years of Experience

replace passive indexed investing with expert human advice

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client testimonials

Serving clients through honest, intelligent, driven and committed service

“Bob Barone has been involved with the Tabor financials for 50 some years. It has been a wonderful, profitable time mainly due to Bob’s efforts. I personally think very highly of Bob-great ethics, great foresight & great results."
Jon K. Tabor
"Bob and Josh have managed our retirement assets and other investments for more than 15 years. Bob's experience and skills as an economist and Josh's abilities in picking and vetting stocks and other investments have not only preserved our wealth during volatile times but have increased our account values substantially during growth periods. We've learned to trust them implicitly."
John and Liz Turner
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