Alternative Assets Third-Party Distributor-Universal Financial Consultants-Expands Consultant Group

Online, September 9, 2009 (Newswire.com) - (I-Newswire) - "Third-Party Alternative Assets Distributor-Universal Financial Consultants-Expands Consultant Group for Registered Investment Advisor (RIA) and Independent Broker/Dealer Channels"

September 10th, 2009

Tampa Bay/Clearwater, FL

Universal Financial Consultants, Inc. of Clearwater, FL announced today that they have expanded the Alternative Assets Division by six additional Regional Consultants. The new Regional Consultants will be consulting with Registered Investment Advisors (RIAs) and Independent Broker/ Dealers within the U.S. and Caribbean. UFC now has twenty-two (22) Regional Consultants within all divisions of the company.

Vincent Munno, Founder/CEO of UFC and Nathan Medin, Senior Partner decided to expand the firm's Alternative Assets Consultant Group to share their alternative investment managers with an expanding audience of financial advisors using alternative investment managers in portfolio allocations for individual investor clients. Registered Investment Advisors and Independent Financial Advisors have been seeking out strategic investments that have exhibited a lower-correlation to traditional equity and fixed income investments. The last few years has accelerated interest amongst financial advisors for "absolute-return" focused investment styles. "UFC has hand-picked an outstanding line-up of complimentary alternative asset managers who have performed admirably in both up and down markets. Additionally, the managers we are distributing have agreed to extensive oversight by independent, third-party auditors, fund administrators and custodians," said Mr. Munno.

Universal Financial Consultants, a private-held company with an employee ownership structure was founded in the early 1990s. UFCs Regional Consultants are not "captive" wholesalers. In their briefcase they represent alternative investment managers, as well as variable, indexed, fixed and immediate annuities, life insurance and LTC products from over 20 of the strongest, most respected insurance companies in the U.S. and Canada.

"Our Mission is to provide the financial professionals with the most competitive alternative investments offerings, annuity and life products in the marketplace. Just as financial professionals have determined that they are accountable to their clients first, Universal Financial Consultants has determined that we are committed to the financial professionals first," explains Mr. Munno.

UFC is currently distributes a Market-Neutral-style, options-strategy fund managed by Foresee Strategies Funds of Draper, UT, a Managed Futures fund of fund run by the Shinnecock Group of Los Angeles, CA and a Private Equity fund of funds-focusing on smaller capitalization companies-by Keystone National Group of San Ramon, CA. A number of the Fund of Fund products UFC distributes offer advisors and investors access to managers that have been closed to new capital inflows. UFC has been in distribution discussions with additional asset managers that offer complimentary investment styles to their current offerings.

Joining the Universal Financial-Alternative Investments Division: Dean Phillips of Palm Beach Gardens, FL , J. Edwin Holliday of Laguna Niguel, CA, Jim Egerdal of Ann Arbor, MI, , John Hauck of Westwood, MA, James Ziniel of Chicago, IL, Richard "Toby" Carlin of Coraopolis, PA and Scott Naughton of The Woodlands, TX.

"Each new team member have extensive past experience working with advisors in the RIA and Independent Broker/Dealer community on behalf of well-known and respected asset managers and broker-dealers. We look forward to having our new team members share UFCs multiple manager suite of offerings with a larger advisor audience, utilizing they relationships and Industry knowledge," explains Mr. Munno. "We plan on bring our managers out on the road to regional advisor due diligence meetings in the months ahead," he added.

The average Regional Consultant working with UFC has an average of 15 years of experience working within the Financial Services Industry.

"Our independent distribution model makes us unique to the industry, as we are not beholden to marketing in-house investments to our advisor clients. A number of our product offerings were introductions we made at the suggestion of top Registered Investment Advisors and independent financial planners. A number of our offerings are available only to Accredited Investors. But we make these managers available to investors with lower investment minimums than have been the available from Alternative managers. UFC also, distributes a number of Alternative Investments within Private Placement Annuities and Private Placement VUL platforms of well-know U.S. and Canadian insurance providers" says Mr. Medin.

For additional information on Universal Financial Consultants http://www.UFC.bz, please contact Mr. Vincent Munno at 727-669-1009 or contact him at [email protected].

Press Inquires:

Vince Munno-Founder/CEO
Universal Financial Consultants
2963 Gulf to Bay Blvd
Suite 330
Clearwater, FL 33759
(727)669-0109
[email protected]

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More Information
Universal Financial Consultants
2963 Gulf-to-Bay Blvd. Ste. 330
Clearwater, FL
33759
Phone : 727-669-0109

Published on:
Wednesday, September 09, 2009