UVest Logic · Private & Confidential MMXXVI
An Introduction to the Practice

Helping you run
your money.

Independent, fee-based investment counsel for serious private wealth — built by former institutional equity professionals.

Independent Fee-Based Institutional
I Private · Capital
· Counsel

A different kind
of investment counsel.

UVest Logic is an independent, fee-based investment counsel practice built for serious private wealth. We are former institutional equity professionals — research analysts and strategists — who left the sell-side to deliver the kind of genuinely independent advice that most private clients never receive.

We begin every engagement with a rigorous, independent review of your existing portfolio and the advice you have received. From there, we either run a full family-office structure for you as CIO, or equip you to run your own money — with our counsel alongside.

II What Sets
Us Apart

Aligned with you,
and only you.

01
Institutional

Every member of our team carries a background in institutional investment — research, strategy, and analysis at scale. We bring that lens to private wealth.

02
Fee-Based

We charge fees agreed in advance. We do not earn commissions or product placements, and we are not paid by banks or fund houses. You are our only client.

03
Conflict-Free

We are not incentivised to sell you anything. Our analysis is honest because it has to be: our income depends on you renewing, not on what you buy.

04
Family Office Structure

We believe a family-office structure delivers the best outcome for serious wealth — you retain ultimate control of capital, access a wider universe of investments, and pay materially lower fees.

05
Lower Risk by Design

Independence and structure compound into a lower-risk proposition than the typical adviser model — where incentives and risk concentration work against the client.

06
Full Liquidity

Your capital stays on your side of the wall. No surrender values, no lock-ins. Access typically within one trading day, five at most.

9%+ Target Annual Return
0.60% Annual AUM Retainer
100% Independent · No Commissions
III Why It
Matters

Fees compound
against you.

On an initial investment of USD 1 million, the difference between average adviser performance — approximately 6% after fees — and a properly-run book at 10% compounds dramatically over a generation. The gap is not a rounding error. It is the difference between financial independence and a fraction of your potential.

We believe well-run portfolios should return in excess of 9% annually. Once fees and poor advice are subtracted, most clients see a fraction of that. Our mandate is to close that gap — permanently.

The system is flawed — in general, the worse the investment is for you, the more the financial adviser earns.

Begin with an independent review.

Every engagement starts the same way: a full, independent health check of your existing portfolio and the advice you have received. In every case to date, we have found material findings.

Our Service Our Fees
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