smart investing
with seasoned market analysts
A disciplined approach to investing based on years of experience
Less Automation. More Advice. Heightened Humanity.
RESULTS-BASED INVESTMENT MANAGEMENT SERVICES
Guided by Economic Intelligence
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. (Services to separately managed individual accounts provided via Four Star Wealth Advisors, LLC)
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.
A WIDE BREADTH OF EXPERIENCE BASED ON SMART* INVESTING
SMART= Seasoned Market Analysis for Result-Focused Trading
Using bottom up techniques, we examine the balance sheets and cash flows of potential investments and stress test for top line revenue declines.
- Independent and free from third party influence
- Over 40 years of experience in macroeconomic analysis and smart investing
- All investment decisions are made in-house
- We do not farm out portfolios to other managers
- We take responsibility for the performance of our clients’ portfolio according to our established risk and return characteristics. (Services to separately managed individual accounts are provided via Four Star Wealth Advisors, LLC)
- We attempt to anticipate potential performance gains before others
- Our experience and understanding of the environment helps us foresee what’s coming
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
Because there are risks in securities' investing, we use Benjamin Graham’s “Margin of Safety” as it is difficult to precisely pinpoint the intrinsic value of any particular business or company. As a result, we invest at a discount to the intrinsic estimated value be- cause doing so can make up for lower than expected results.
accountable
All investment decisions are made in-house. We do not farm out portfolios to other managers. We take responsibility for the performance of client portfolios always with an eye on each client’s risk profile.
responsible
We take responsibility for the performance of our clients' portfolio according to our established risk and return characteristics. (Services to separately managed individual accounts provided via Four Star Wealth Advisors, LLC)
disciplined
Even strong companies can become overvalued. When we perceive this condition, we pare such positions in our client portfolios. This distinguishes our approach to investing from a “Buy and Hold” philosophy.
vigilant
We approach every investment with the utmost vigilance and thorough analysis of economic touchpoints. This helps mitigate the risks inherent in securities' investments.
attuned
Our experts are constantly attuned to market conditions and invest according to the fundamentals, even contrary to the market’s mood of the moment. Our writings are on the cutting edge of market thinking, giving our portfolios the advantage of being early in investment trends.
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STABLE. DEPENDABLE. AUTHENTIC.
client testimonials
Serving clients through honest, intelligent, driven and committed service.
Past performance is no guarantee of future results. Testimonials may not be representative of the experience of other customers and are no guarantee of future performance of success.