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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
Regulatory filings
Areas of specialty
- Investment Management
More about Universal Value Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 285644 | 3 |
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