ADVISORS

As an independent professional, you maintain an objective client first focus. You services must be consultative based and always offer best of breed service.

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Knowing that your clients face a barrage of other planner’s story line selling keeps you on your toes and confuses your clients.   It’s difficult to maintain the staff and resources to offer all the tools you need.

The Universal “capital” has a unique blend of industry and consulting experience, which provides creative and practical solutions to complex issues while leveraging industry best practices. Our strategy works with a diverse portfolio of clients on initiatives to discover value, opportunity and solutions. Innovative thinking, professional skills and proven strategic solutions combine to ensure our clients strategic planning goals become a reality. While we often leverage our proprietary tools and resources to jump-start strategy work, collaboration with our clients is the key ingredient to a successful outcome.

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