At URA Group AZ, we believe no two investors are alike. In order to help you reach your financial goals, our advice and recommendations are tailored to your investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.
PORTFOLIO DESIGN
YOUR PORTFOLIO
Our investment strategy is designed to help achieve long-term investment goals of preserving principal, maximizing income or accumulating capital. Our goal is to maximize your investment returns through diversification of your assets and a disciplined investment philosophy combined with rigorous risk management.
INDEPENDENT FIDUCIARY
We act in our role as fiduciary on your behalf, bound by law to give you what we believe are the absolute best recommendations and strategies for you and your individual situation. Because we are an independent fiduciary, we have access to nearly limitless investment products available from multiple providers. We aren’t limited or beholden to any big brand name on our door.
Fiduciaries like URA Group AZ look out for your best interests, and we continually strive to research the whole market and financial industry for new answers and strategies. Once we do identify particular investment products that might work for your portfolio, we examine their underlying structure in terms of growth potential as well as costs and fees which may greatly impact your net results.
OUR APPROACH
If you are curious about URA Group AZ’s overall philosophy, the book Win By Not Losing encompasses our approach. You see, we are always concerned about avoiding market risk no matter what your age, and we have developed unique strategies throughout the years to do so. Our investment managers are true fiduciaries who always have your best interests in mind, whether you are younger and busy accumulating wealth, or getting close to retirement and need to reduce and protect yourself from all kinds of risk, including market risk, sequence of returns risk, inflation risk and more.
