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Brokerage |
Mutual Funds |
Financial Planning |
> Asset Management
Insurance Products |
Retirement Accounts
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VISTA Active Portfolio Solutions
VISTA Active Portfolio Solutions is a discretionary investment advisory service that offers investors a well-diversified portfolio of industry-leading mutual funds, overseen by a dedicated
investment committee. This comprehensive investment solution adheres to a rigorous investment management process that includes portfolio construction, fund selection, and ongoing review
to develop and maintain the appropriate asset allocation.
With five core asset allocation portfolios available, VISTA Active Portfolio Solutions can accomodate various risk tolerance levels and time horizons. For a simple, asset-based fee,
investors can realize the benefits of active, professional money management.
The minimum investment in $50,000
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Separately Managed Account
Separately Managed Accounts (SMA) offered through a partnership with ADVISORport, are individualy managed portfolios in which the portfolio manager buys and sells stocks and/or bonds on behalf of the investor. Separately managed accounts
provide several key benefits such as diversification, portfolio customization, personalized tax management, and securities ownership. Your financial consultant can help you determine if an individually managed account is right for you.
The SMA's all-inclusive fee arrangement covers the services of the portfolio manager, as well as the advice and counsel of your financial consultant, based on the total value of the portfolio rather than on an individual transaction basis. The minimum investment starts at $100,000 per portfolio. |
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Multi-Strategy Account (MSA)
Diversification is one of the most effective tools investors can utilize in seeking to reduce fluctuations in the overall value of their investment portfolios. To help clients achieve diversification suitable to their level of
comfort with stock market variance, UVEST Asset Management has partnered with ADVISORport to offer eight distinct Multi-Strategy Accounts (MSA) to meet different investors' needs. An MSA is a variation on a separately managed account, using the investment strategies
of multiple managers to run an investor's portfoliio. With a minimum investment starting at $150,000, a client will have a single account that encompasses multiple investment strategies. With the help of their financial consultant, clients can select the account appropriate for their risk preference and investment goals.
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VISTA Manager Direct Solutions
UVEST Asset Management offers access to institutional-caliber separate account managers through VISTA Manager Direct Solutions. Through this high-touch solution, clients receive comprehensive, customized portfolio management that seeks to successfully meet their long-term investment objectives, while following their specific investment guidelines.
VISTA Manager Direct Solutions is ideal for high net worth individuals, corporations, public and private pensions, insurance companies, municipalities, unions, endowments and foundations. The minimum investment starts at $100,000.
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Consultative Accounts
UVEST offers a full-service, fee-based program that gives clients the freedom to invest in whatever manner they wish, for an annual, asset-based fee. This strategy serves
to enhance the consultative process, as both the financial advisor and the client focus on working together to develop a plan to help the client
achieve his or her financial goals. A wide range of investment vehicles can be selected, including stocks, bonds, mutual funds and options. Invest in any or all of thes securities for one predictable fee. The fee is based on the market value of all eligible assets held in the account. Minimum investment is $50,000.
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For more information or to open an account, please contact Glenn Dydak 610.272.0986 or glenn.dydak@uvestmail.com
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NOVA Financial Services, Inc. has formed a unique partnership with UVEST Financial Services. Through this partnership, our
customers have access to a full range of financial and investment solutions. UVEST is a registered broker dealer and a FINRA/SIPC
member firm that has offered financial products and services to institutions since 1982.
Securities and insurance products are offered by UVEST Financial Services, Member FINRA, SIPC, and licensed insurance agency. UVEST and NOVA Financial Services are independent entities.
UVEST Financial Consultants do not offer tax advice. For tax assistance, please refer to your accountant or other tax professional.
Securities and Insurance Products are:
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| Not Insured by FDIC or any Federal Government Agency |
May Lose Value |
Not a Deposit or Guaranteed by the Bank or any Bank Affiliate |
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