UCF Clients with Multiple Accounts

As 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

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.

Office Closure: Thanksgiving Day

In observance of Thanksgiving Day, UCF will be closed Thursday, November 24, 2022 and Friday, November 25, 2022. We resume normal business hours on Monday, November 28, 2022.

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!

September 2022 Market Review

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

UCC Financial Ministries

UCC Financial Ministries work to help protect and grow churches. Learn more by downloading the brochure.

FedEx Agrees to Greater Transparency on Climate Lobbying Activities

UCF and PBUCC announced today that as the result of their joint shareholder resolution filed this past April, FedEx Corporation has agreed to enhance public disclosure of its climate lobbying activities. Read more.

August 2022 Market Review

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