UIT Portfolios

The managing partners of Value Architects are responsible for selecting and developing the equity portfolio for UITs. A UIT is a trust, registered with the SEC, that contains a defined portfolio and a defined horizon.

The buy and hold philosophy of UITs is consistent with the investment style of Value Architect’s clients. They are neither speculative nor high-risk investors, but are concerned with preserving capital and growing assets.

 

UIT Performance - Fully Matured UITs UIT Performance


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