December 2022 Market Review
January 20, 2023 8:49 pm Leave your thoughtsThis article summarizes the markets and our funds’ performance for the month of December 2022, provided by our Chief Investment Strategist David A. Klassen.
Author Archives for Debbie Wibowo
Q4 2022 Investor Letter
January 13, 2023 5:17 pm Leave your thoughtsThe Q4 investor letter from Charles Buck, President and CEO that includes preliminary performance is now available. Click here to read and download the letter here.
UCF Client Portal: Video Tutorial
January 12, 2023 4:28 pm Leave your thoughtsUCF team has prepared this video tutorial and PDF document on using Innovue and taking advantage of all its features.
UCF Client Portal: FAQ
January 12, 2023 4:26 pm Leave your thoughtsUCF team has prepared this FAQ document to help clients navigate the new client portal, Innovue, and gain familiarity with the new functionalities.
November 2022 Market Review
December 19, 2022 7:19 pm Leave your thoughtsThis article summarizes the markets and our funds’ performance for the month of November 2022, provided by our Chief Investment Strategist David A. Klassen.
UCF Clients with Multiple Accounts
December 2, 2022 8:35 pm Leave your thoughtsAs we roll out UCF’s new Innovue client portal, we have learned of an issue that we are working to correct as quickly as possible. Rest assured that all of your accounts are safe and secure. Read more!
UCF Introduces a New Client Portal with Enhanced Security
November 30, 2022 4:00 pm Leave your thoughtsUCF 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
November 18, 2022 9:05 pm Leave your thoughtsThis 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
November 17, 2022 4:27 pm Leave your thoughtsMatt 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
November 4, 2022 2:05 pm Leave your thoughtsThe 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!