Updated October 02, 2023
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Universal Value Advisors

Investment Advisor Firm
Total assets under management$85M
Years in business19+

About Universal Value Advisors

Universal Value Advisors is a distinguished wealth management firm that goes beyond financial gains, emphasizing life enrichment through trusted guidance. Their SMART (Seasoned Market Analysis for Result-Focused Trading) investing approach combines meticulous scrutiny with over 40 years of experience.

Universal Value Advisors adheres to Benjamin Graham's "Margin of Safety" philosophy, ensuring investments are made at a discount to intrinsic value, safeguarding against unexpected setbacks. With meticulous detail, they seek substantial safety margins, considering factors like strong balance sheets, cash flows, shareholder-focused management, and low debt levels in their investment decisions.

Unlike "Buy and Hold" strategies, they remain alert to overvalued positions, proactively managing client portfolios. Their experts stay attuned to market conditions, making fundamental-based investments ahead of trends. In-house decision-making and tailored risk profiles ensure responsible portfolio management.

Their economic intelligence-driven approach seeks to outperform the market while prioritizing capital preservation. Universal Value Advisors challenges conventional investment wisdom, advocating for the TINA (There Is No Alternative) strategy, which integrates bonds into portfolios for capital preservation and consistent returns, countering market volatility.

Their SMART investment approach is rooted in academic research and seasoned market analysis, combining quantitative analysis and macroeconomic insights. They offer specialized services for ETF fund investors and individual investors, along with in-house actively managed ETFs, emphasizing their commitment to personalized service and independent decision-making.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management

More about Universal Value Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2856443

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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