About Us

UCS Investment Co., and its subsidiary UCS Financial Services is a fee-only investment and tax advisory planning firm that prides itself on unparalleled service and performance. With over 25 years of market experience we are committed to providing unbiased advice and prudent strategies for investing and building wealth. Our services are always tailored to your unique needs. We also provide accounting, investment management, retirement planning, estate and tax planning services. Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action. Our reward is satisfied clients!

We also offer the services above in a subscription format. One of our most popular subscription packages is for our advisor service on the Betterment automated portfolios platform. This type of subscription is based on your level of investment experience, risk profile, age, family demographics and portfolio size where the portfolio is assigned to you by the computer system based on your risk profile but the changes (if any) to the portfolio are determined by the advisor. There are no minimums for most of the subscription packages that we offer, however the size and level of services may vary based on your investment expertise, the subscription packaged offered and the performance of each investment portfolio.

If you have any questions regarding any of our current promotions or subscription packages being offered Submit a Secure Form and a customer service representative will get back to you as soon as possible.

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