UCF Introduces a New Client Portal with Enhanced Security

UCF introduces a new and improved online portal for all clients with enhanced security. The new portal, Innovue, will “go live” effective December 1, 2022. Read more.

October 2022 Market Review

This article summarizes the markets and our funds’ performance for the month of October 2022, provided by our Chief Investment Strategist David A. Klassen.

Fiduciary Focus: Coming Up With A Game Plan For Up- and Down-Times

Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses and illustrates the impact of excess withdrawals. Read the article.

Q3 2022 Town Hall Recording

The UCF staff and investment team shared a review of UCF’s investment performance, organizational updates and the latest in our responsible investing efforts for the third quarter of 2022. Access the Town Hall recording, presentation slides and poll results!