UIT Investing
Financial Services - Barrington, Illinois, United States
UIT Investing Employees
UIT Investing Details
UIT Investing has created the first-ever dedicated database of unit investment trust performance & risk metrics, expenses, portfolio analytics all available in trust reports, each with a star rating, that gives finance professionals access to the information they need to make investment recommendations with confidence. Our reporting system provides financial professionals side-by-side comparisons of historical performance, risk metrics, fees and expenses, portfolio analysis, and more of different UITs from product sponsors. Financial professionals can benefit from:- Access to in-depth research, performance, and proprietary comparative analysis of UITs- Ability to maintain UITs as part of their suite of product offerings- Making more informed investment recommendations and reducing unsuitability risk- Better compliance with US securities regulation (Fiduciary Rule)- Improving efficiency in their practice management
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