August 2021 Market Review

This article summarizes the markets and our funds’ performance for the month of August 2021, provided by our Chief Investment Strategist David A. Klassen.

Will We Build Back Better?

While COVID-19 and climate change pose ongoing challenges, the stock market continues to generate more wealth than ever before. Matthew Illian, Director of Responsible Investing, has written an article that reflects on these disparities and highlights a practice that is key to building back for a stronger future. Read more.

Donating, Exchanging or Funding with Cryptocurrency

UCF is pleased to provide its clients with the ability to receive, exchange and transfer cryptocurrencies such as Bitcoin or Ethereum. We have prepared a guide that outlines the simple process and answer the most frequently asked questions. Download the guide today!

July 2021 Market Review

This article summarizes the markets and our funds’ performance for the month of July 2021, provided by our Chief Investment Strategist David A. Klassen.

Q2 2021 Town Hall Meeting Recording

UCF hosted a quarterly Town Hall meeting on August 10 2021 to share a review of UCF’s investment performance, organizational updates and the latest in our responsible investing efforts. Access the Town Hall recording recording, presentation slides and poll results!

5 Steps Toward Sustainable Investing

View and download a helpful guide to assist faith-based and non-profit organizations who want to align their investments with their values.

Q2 2021 Town Hall Meeting

Join us for the next quarterly Town Hall Meeting on Tuesday, August 10, at 5:00 p.m. EDT. In this meeting, our team will share a recap of the second quarter of 2021 as well as our responsible investing efforts and progress.

June 2021 Market Review

This article summarizes the markets and our funds’ performance for the month of June 2021, provided by our Chief Investment Strategist David A. Klassen.

Q2-2021 Client Account Statements

Account statements as of June 30, 2021, are available via the Client Access link. We have also prepared the Q2 investor letter from Charles Buck, President and CEO.

Office Closure: Independence Day

UCF will remain open for business on Friday, July 2. However, in observance of Independence Day, our office will be closed Monday, July 5.