your trusted wealth solution strategists
Replacing passive indexed investing with expert human advice
As your prominent and reliable source of investment advisory services, we strive to always bring you an educated and experienced spin on your investments
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your trusted advisors
Dr. Robert N. Barone
Partner | Economist | Portfolio Manager
Robert Barone, along with Joshua Barone, founded Universal value Advisors (UVA) in 2005. He is currently the firm’s economist as well as a wealth and portfolio manager. Mr. Barone holds a Ph.D. in economics (Georgetown University) and is nationally known for his blogs, many of which are posted on TheStreet.com, at the Minyanville blog site, or at Forbes. He is often quoted in the financial press, and writes a column every other week for Reno’s local newspaper, the Reno Gazette Journal.
In his career, he has been a Professor of Finance (University of Nevada), a community bank CEO (Comstock Bancorp), a Director of the Federal Home Loan Bank of San Francisco where he served as its Chair in 2004, and is currently a Director of CSAA Insurance Company (a AAA Insurance Company) where he chairs the Finance and Investment Committee. In 2007-2009 he served as Chairman of the Board for that entity. He also currently sits on the Boards of AAA Northern California, Nevada, and Utah (the AAA Auto club) and Allied Mineral Products, Columbus, OH, America’s strongest refractory company.
Joshua A. Barone
Managing Partner | Portfolio Manager
Joshua Barone has been the Managing Member of Universal Value Advisors (UVA) since its inception in 2005. In that capacity, he is responsible for the company’s day to day operations and is a major contributor to the company’s strategic vision. Prior to forming UVA, along with Robert Barone, he co-founded Adagio Trust Company in 2000. After building the assets of that institution, both he and Robert sold their interests in Adagio in 2005 and subsequently founded UVA. Prior positions include: M&A analyst in the community bank space; insurance sales both in property and casualty, and life and health.
Andrea Knapp Nolan
Private Wealth Manager
Andrea Knapp Nolan entered the wealth management business in 1998 at Merrill Lynch, where she was an Assistant Vice-President and Senior Financial Advisor. During the financial turmoil surrounding Merrill Lynch in 2008, she joined Universal Value Advisors to ensure that her investment advisory clients’ assets remained well managed. Mrs. Knapp Nolan has taken and passed FINRA/NASD examinations Series 7, Series 63, Series 66 and has held her Life insurance and Mortgage licenses. Mrs. Knapp Nolan was a High School All-American basketball player who received a full ride college basketball scholarship. She played for UC Berkeley and UNLV. Her 1990 UNLV team was inducted into the UNLV Hall of Fame in 2006. She received her Bachelor of Science degree in 1992, and a Master’s degree in 2000, both from UNLV. Upon her undergraduate graduation, Mrs. Knapp Nolan worked for the UNLV Athletics Department. She was responsible for donor development and fund raising.
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We carefully plan your future with wisdom, discipline and the highest ethical standards so you feel empowered and reassured.