Universalvalueadvisor

Using bottom up techniques, we examine the balance sheets and cash flows of potential investments and stress test them for top line revenue declines. Using top down (macroeconomic) analysis, our core values of “Discipline” and “Value” help us to determine when to purchase a strong company’s debt or equity, and, if its price rises to overvalued levels, when to sell.

Universal Value Advisors offers a competitive fee structure with no hidden charges. Our fees are significantly lower than larger advisory services on an all-in basis. They are charged quarterly in advance based upon the value of the account at the end of each calendar quarter. Universal Value Advisors takes no fees from mutual or other funds (12b-1 fees) or from managers in return for client asset investments, as the firm considers this a conflict or potential conflict of interest.

We do not chase market indexes, and we preserve our clients’ capital by producing consistent positive returns with subdued volatility in portfolio values.