Investment Management

When it comes to investing, it is natural that your emotions can get in the way. It’s human nature to overthink, overreact, and, at times, be overwhelmed. As an Independent Investment Advisory Firm, University Financial Strategies serves as an emotional circuit breaker so you don’t abandon a well-thought-out plan. That helps give you the best chance for reaching your goals, instead of letting human nature get the best of you.

Building Your Investment Strategy Using  A Quantitative Risk Assessment

We use cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations

Lets Get Started

Together we can take the guesswork out of your financial future.

Capture Your Risk Number

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Align Your Portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Define Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.

Screenshots: Risk Number® and sample six-month 95% probability range (left), and a sample Retirement Map (right).

Personal Financial Portal
You can log on to your own Personal Financial Portal anytime for an up-to-date, easy-to-understand look at how your plan is progressing.

We’ll also keep you informed and help boost your financial savvy through content available in your Portal as well as periodic review sessions either in person or through screen sharing technology which allows for convenient meetings.

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A Focus On Real-Life Needs

Our Investment Management Services are rooted in Financial Planning. The financial goals you may have are about real-life needs. They’re about taking care of family and feeling comfortable and secure. Whether you’re investing for retirement, living in retirement, funding a college education, purchasing a home, or other goals, we can help you with financial planning and ongoing investment advice.
 

A Documented Digital Plan

Gone are the days of having clients gather all their financial documents to mail in or deliver to the advisor when creating a plan. We use technology to streamline the process. Instead of mailing copies of documents to our office, we leverage a Client Financial Portal to let clients easily upload documents and use leverage account aggregation tools to allow you to see your wealth in one easy place.
Would You Like Help Creating A Plan For Your Child’s College Fund Or Your Own Retirement Needs?
We Help Families & Individuals Create Financial Plans For Success.
Mark Kelly, CERTIFIED FINANCIAL PLANNER™
We are recommended by the Dave Ramsey SmartVestor Network

Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo

At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.

Disclaimer

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.

Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.