Universal Value Advisors

Universal Value Advisors offer a prominent and reliable source of investment advisory services bringing an educated and experienced spin on your investments managed by humans for humans. We are personable, serious, consistent and in command of our environment so you can have peace of mind. Our core value of “Vigilance” protects our client portfolios. Using bottom up techniques, we examine the balance sheets and cash ows of potential investments and stress test them for top line revenue declines. Using top down (macroeconomic) analysis, our core values of “Discipline” and “Value” help us to determine when to purchase a strong company’s debt or equity, and, if its price rises to overvalued levels, when to sell. In addition, our “Protective” core value requires that we choose non-correlated investments in order to reduce violent value swings. We believe that the alignment of our interests with that of our clients is critical. Unlike other investment rms, we do not take 12b-1 fees or any other form of payment from outside sources for investing client assets. We make no money on trading. Clients are charged the low trading fees negotiated with our broker/dealers. Our major source of income is our low management fee. What this means for you? It’s only when your assets rise in value that our income grows: a testament to our values and principles of fair trading.