About Universal Funds
Universal Funds is a financial services firm based in Rocky Hill, Connecticut, specializing in investment management and advisory services. The company focuses on providing tailored investment solutions to meet the diverse needs of its clients, including individuals, institutions, and retirement plans. With a commitment to transparency and fiduciary responsibility, Universal Funds aims to help clients achieve their financial goals through strategic asset allocation and risk management. The firm leverages a team of experienced professionals who utilize a disciplined investment process to navigate the complexities of the financial markets. Universal Funds is dedicated to fostering long-term relationships with its clients, ensuring that their investment strategies align with their unique objectives and risk tolerances.
Company facts
- Industry
- Financial Services
- Sub-industries
- Investment Management, Financial Advisory, Wealth Management, Retirement Planning, Asset Management
- Location
- Rocky Hill, United States
- Employees
- 11–50
- Revenue (USD)
- 1–5M
- Founded
- 2005
Products and services
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