"BE FEARFULL

WHEN OTHERS

ARE GREEDY.

BE GREEDY

WHEN OTHERS

ARE FEARFUL."

WARREN BUFFET

About UNIVERSE, Inc.

Our Goal :
The goal of the company is to provide a diversified range of the highest quality investment services to support the goals of private investors throughout the world.

Why Universe, Inc.?

  • Universe, Inc. investment methods reflect the best academic research.
  • Our advisory fees are among the lowest in the industry.
  • We do not require any minimum to invest.
  • The most important element of our management is that each portfolio is managed individually to each client’s objectives. Emphasis is made upon an individual service rather than a product or on-size-fits-all investment approach.
  • It is our goal to educate our clients about the investment management process.

Underlying principles :
All of our revenue is derived only from the fees paid directly to us by our clients.
We receive absolutely no compensation from brokers, broker-dealers, insurance agencies, banks, mutual funds or finders fees of any sort.
We maintain all client information in the strictest confidence.

Our services

Investments:

  • Mutual Funds
  • Stocks
  • Bonds
  • REITs
  • Options

Retirement Plans for Small Business:

  • SEP IRA
  • SIMPLE IRA
  • 401k
  • Defined Contribution Plan
  • Defined Benefit Plan