What We Do

We Offer a Highly Valuable Perspective

We offer a highly valuable perspective into helping you grow, protect and transfer your wealth. We specialize in investment management, risk aversion and advanced planning for accredited investors. Our firm embraces alternative investment opportunities for your needs and goals, and tax-efficient and risk management solutions without the higher commissions paid to brokerage firms.

The ULTRA Financial U-PRINT is an investment management philosophy and platform for investing. Clients have access to a range of alternative investment opportunities utilizing specialized money managers, private equity and real assets. Portfolio allocations are created specifically to each client’s unique needs and goals. We work with the best money managers to provide public and private investment alternatives to diversify clients’ portfolios with the aim to achieve steady annual returns which have lower correlation to the volatility of the traditional securities market. Alternative investments may contain substantial risks, are generally illiquid and may only be appropriate for accredited investors.

The U-PRINT Investment Options Include But Are Not Limited To:

• Private Equity & Private Debt
• Real Estate And Real Estate Investment Trusts (REITs)
• Cryptocurrencies & Digital Assets
• Energy & Gas
• Hedge Funds
• Precious Metals
• Opportunity Zone Funds
• Fixed Indexed & Variable Life Insurance and Annuities
• Premium Financing

Investment Strategies

Using the UFP U-Print, we merge the use of alternative investments with traditional style investments to provide custom built portfolios based on a client’s goals and risk tolerance. This enables clients to participate in tax-efficient and product risk-management investing solutions. We illustrate the implications of the strategies proposed and how they align with your financial goals, risk tolerance and time-frame.