with seasoned market analysts
We use investment theories based on academic research and experience
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.
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 your balance sheets and cash flows of potential investments and stress test for top line revenue declines.
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.
stay informed on our most recent news
stable. dependable. authentic.
Years of Experience
replace passive indexed investing with expert human advice
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."
"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."