Institutional Portfolio Management

At UFS, we formulate investment strategy and portfolio management in a team setting, building on the rich experience of our people and our academic heritage.

Whether you are an endowment, foundation, corporate investor, union, association or other type of institution, UFS can help you construct and manage a well-diversified portfolio designed to meet your organization's goals and objectives. From asset allocation to security selection, we understand that the investment landscape can be very confusing for even the most sophisticated institutions; as a result UFS takes a sophisticated approach, yet logical and understandable, blending together the art and science of portfolio management.

We promote a consistent and disciplined portfolio construction process within each of our strategies by combining the expertise of Portfolio Managers with a team of dedicated research analysts. This includes ongoing review of investment and spending policies, sophisticated investment management, and tactical asset allocation, all customized to the unique needs of the client.