UAS has been entrusted with stewardship of capital since 1988.
UAS was founded on the premise that although investment advice is ubiquitous, investors would embrace a human-scale firm that placed the highest priority on excellence and client experience.
While our clients primarily look to UAS for competitive and enduring investment results, they also expect superior personal service and attention. Our firm’s principals personally oversee client portfolios and are always available for consultation. Many of our clients have been with us since our beginning and trust us to preserve wealth for generations to come.
Our investment process is comparable to a marathon. It is not the fastest who prevail but the ones who combine pace with endurance. We play the long game, preparing for the inevitable up and down market cycles by sticking to our core investment principles, favoring companies that are likely to increase their intrinsic value over time. It’s how and why we’ve been trusted by investors for over 35 years.
UAS is dedicated to serving individual clients and their extended families, foundations, trusts, pension plans, and other institutions. We manage a wide variety of accounts, including:
Retirement Accounts
Individual and Joint Investment Accounts
Institutional Accounts
Professional Group Practices
Alternative Investments
Pension Plans