Urban Financial Advisory Corp.

Investment Strategy

UFAC develops and implements tailored investment policies based on each client's financial situation and goals. The firm applies modern portfolio theory to construct diversified, long-term portfolios across domestic and international equities, mutual funds, and fixed income instruments. Rather than attempting to time market fluctuations, UFAC focuses on strategic asset allocation to mitigate volatility effects. Investments are monitored and compared against market benchmarks, and portfolios are periodically assessed to ensure alignment with clients’ objectives. Advisory services are generally delivered under a discretionary management model, with a flat or asset-based fee structure. UFAC emphasizes a holistic approach, integrating financial planning with ongoing investment oversight and client education.