UNIVERSITY FINANCIAL STRATEGIES, LLC.

Overview

University Financial Strategies, LLC is a small independent registered investment adviser organized as an LLC and run under individual ownership. The firm serves primarily individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services and educational seminars and workshops. Fee arrangements are flexible: the firm charges asset-based fees as well as hourly and fixed fees, which supports both ongoing portfolio relationships and one-off planning engagements. Investment positioning is equity‑oriented. The firm reports a clear preference for exchange‑traded equities and constructs portfolios that rely heavily on ETFs and traded securities, supplemented where appropriate with mutual funds. It does not identify as an active ESG investor, and it is not structured as a capital allocator running private funds; alternative exposures are accessed through third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices