Academically established investment process rather than salesy mutual fund stories Specialized Financial Advice: inheritance, use of trusts, senior executive compensation, tax, estate Much lower all-inclusive expenses and fees than most other advisors. On demand, transparent and objective performance comparison against leading allocated mutual funds Powerfully intuitive financial planning strategies for each client

Website: uakdiversified.com

Phone: (763) 355-2337

Cross Streets: Between 3rd St SW and 2nd St SW