Wealth Management

At University Investment Services, we are committed to guiding our clients through life’s financial transitions by aligning their personal values with their financial goals. Our team serves as personal chief financial officers, offering tailored advice and support to help clients pursue financial harmony for today and tomorrow.

Our Mission

University Investment Services was established so our customers and our local community can build, grow, and transfer wealth with purpose.

Value Proposition

We are dedicated to helping clients navigate life’s transitions and build a strong financial foundation. Together, we’ll explore your values, set clear goals, and create a roadmap to your ideal future. Let’s work together to pursue financial harmony and live a life you love, fully resourced for today and tomorrow.

Core Values

  • 1

    Personal finance is personal: Life is a journey, and there’s tension between enjoying life now while preparing for the future. This tension can cause misalignment between our lives and financial goals. Our advisor works with you to properly align your finances to support your lifestyle now and legacy for later.

  • 2

    We meet our clients where they are: Whether you are building your financial foundation (getting started or starting over), growing wealth and preparing for retirement, or are focused on your legacy, we offer the guidance and support you need. We support DIY investors and people that don’t invest with us, such as real estate investors, business owners and 401k participants. Ask about our flat-fee planning services.

  • 3

    We are redefining “advisor”: Serving as a personal chief financial officer (PCFO) for our clients, our advice goes beyond managing the money and portfolio. We offer tailored advice with smart, common-sense solutions from the top firms in the world. This can save our clients time, money, and energy, so they can focus on what matters most to them.

  • 4

    We’re independent fiduciaries: Our advisor is supported by LPL Financial, our advisors work for the clients they serve, not a firm. This allows our advisors to put clients first. We don’t have investment minimums, don’t sell proprietary products, and we don’t chase sales goals.

Outcomes We Aim to Achieve

Throughout the planning process, we discuss behaviors, mindset, values, and purpose. We also look at your entire financial situation. This allows us to provide a deeper value and pursue outcomes far greater than just returns.

  • Your goals are defined and prioritized.
  • Your goals have meaning and purpose because they are tied to personal values.
  • You are empowered to spend on your valued priority areas without guilt, shame, regret, or doubt.
  • Your savings and investment contribution strategy and portfolio are aligned to your preferences, risk, and goals, and are effective and efficient.
  • Your family is financially protected from disability, incapacity, and death.
  • Your family has a support system through changes in the life and markets.

  • You have confidence in the present and a vision for the future.