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Investment Management

We are firm believers in an approach called core satellite, which allows us to build portfolios that have aspects of low-cost, tax-efficient passive strategies while also incorporating more active strategies with an emphasis on risk 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

Your Financial Journey Simplified:

  • Get a clear, real-time snapshot of your financial plan, accessible 24/7 from your phone or computer.
  • Empowering Resources: Access educational content within the app to boost your financial knowledge and confidence.
  • Seamless Communication: Schedule convenient in-person or secure online meetings with your advisor directly through the app.
See Your Finances on the Go
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A Focus On Real-Life Needs

Real-life goals, real-world solutions. We combine financial planning with ongoing investment advice, including tax-smart strategies, to help you achieve your goals, from retirement and college funding to homeownership and financial security. This comprehensive approach gives you peace of mind knowing your investments are aligned with your aspirations and your tax burden is minimized.

 

A Documented Digital Plan

Simple, secure planning: Ditch the paperwork! We use a secure online portal for easy document upload and account aggregation. See your entire financial picture in one place, saving you time and hassle.

Convenient accessibility: We leverage technology to make meetings easy and accessible. Connect with us anytime, anywhere through Zoom or FaceTime.

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.

Address

4801 Glenwood Avenue
Suite 200-630
Raleigh NC 27612

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.