December 2022 Market Review

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

December 2022 Statements Available on the UCF Client Portal

December 2022 account statements are now available for viewing and download from your organization’s online client portal under Statements and Documents. Please read this article to learn more about the statement content.

Q4 2022 Investor Letter

The 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.

An Apology and a Way Forward

UCF offers sincere apology for delays in retrieving account statements and delayed responses to your questions from our Client Services team. We are working around the clock to remedy the situation as soon as possible and thank your patience. UCF remains steadfast in our commitment to ensure we deliver first-rate service to all clients going forward.

UCF Client Portal: Video Tutorial

UCF team has prepared this video tutorial and PDF document on using Innovue and taking advantage of all its features.

UCF Client Portal: FAQ

UCF 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

This 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

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.