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Keeping You Informed

Keeping You Informed- We are committed to keeping you informed about your portfolio, the financial markets, and the economic climate with frequent and easy to understand communication. We tell you what we are thinking, what we are doing, and why we are doing it.

Click Here to view our new Financial Longevity Newsletter

Online Account Access- You can access information about your accounts online at any time. Our online system lets you view your financial information in a variety of ways; by investments, by account, etc., and by time frames; monthly, quarterly, year-to-date, etc.

Universal Wealth Management Commentary- Our commentary gives us a chance to provide you with an in-depth perspective on the markets, the rationale of our investment recommendations, or to take a closer look at issues that may affect the markets or your portfolio. 

Click Here to our latest Universal Wealth Management Market Commentary

Monthly Reports- Our custodian, Osaic Wealth, Inc., produces a regular monthly statement. This statement has won the Dalbar Award for Clarity in Communications and shows in great detail all the activity in your accounts as well as the details of your holdings. At year-end, we provide a consolidated tax statement and realized gain and loss report.

Click Here to our latest Universal Wealth Management Monthly Newsletter

Quarterly Reports- As investment professionals, we believe that regular reporting of our investment results allows investors to stay on top of the progress of their portfolios with us. Shortly after the close of each calendar quarter, you will receive a comprehensive quarterly report.

Click Here to our latest Universal Wealth Management Quarterly Newsletter

Quarterly Client Newsletters- Universal Wealth Management provides quarterly newsletters to our clients. These newsletters provide timely information on financial topics that may interest you, commentary of the state of the markets and updates about Universal Wealth Management and our team members. If you would like to receive a copy of this newsletter, please send an email to: