We primarily manage equity portfolios in separately managed accounts for individuals, groups and institutions. In addition, we manage balanced accounts for clients in U.S. government bonds and investment grade corporate bonds. For qualified investors, UAS offers an alternative investment strategy, Kitty Hawk, with a performance-based fee structure. We also manage the following types of accounts:
Traditional IRA
Rollover IRA
Roth IRA
SEP IRA
Solo 401k
Roth 401k
Pension Plans
Profit Sharing Plans
Trusts
Foundations
Endowments
Public Pension Plans
Taxable Accounts