Universe, Inc.

Overview

Universe, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm focuses on advice for individual and family clients and provides portfolio management for individuals and small businesses alongside pension consulting services. Its fee arrangements include a percentage-of-AUM model and hourly charges. The adviser does not position itself as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives