Your investments stay in your name, with world-class security and full transparency—managed the same way we manage our own family’s assets.
At Udine Wealth Management, your assets are ALWAYS titled in your name (IRA, Personal, Corporate, Trust, etc.) and NEVER "pooled or "commingled" with others.
ALL accounts and assets are provided custody at one of the world's premier, largest and most respected clearing firms (Interactive Brokers). IBKR does business in over 80 countries around the world and is a member of the SP500, with a market cap in excess of $100 billion.
Your accounts get attention 24/7/365 with the appropriate and necessary risk/rewards in place.
You have access at ALL times to an industry leading "app" and "portal" to allow full transparency to your accounts. You can run reports, download statements, set up banking instructions and monitor your positions/account at your convenience and as often or as infrequent as you would like.
You pay a fair, reasonable and competitive "fee" for UWM to manage your assets and are NEVER "sold" a product. Our fee only grows as your account does, and we are aligned PERFECTLY as a FIDUCIARY for your assets.
You will NEVER pay a performance fee like hedge funds that charge 2/20.
The principals and advisors at UWM, along with our immediate and extended family members have the bulk of their investment assets at UWM, being managed right alongside your assets. Same strategies, same positions, same risk and same reward.
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