The UTC Advisory Services Department was established in 2012 to serve our clients seeking financial and investment advice and solutions from a trusted service provider.
We will assist you in enhancing your personal wealth and financial well-being by providing you with financial advice, investment advice and investment management solutions.
We will serve you by:
- Analyzing and evaluating your financial goals and investment objectives.
- Developing and implementing financial planning recommendations and/or investment solutions.
- Monitoring your progress towards achieving your goals.
We will facilitate this process through two (2) very distinct services:
As we move through the various stages of our lives, many of us have goals that we would like to achieve – purchase of a home, financing tertiary education for our children, ability to treat with sudden illness, retiring comfortably. These goals may be challenging but with the right planning, can be achievable.
Our Financial Advisory Service focuses on providing Financial ‘Know How’ to enable you to plan for these lifetime goals. Through one-on-one consultations with our Financial Advisors, seminars and our interactive Website platform, you will receive the information, tools and investment solutions for wealth creation and wealth enhancement. Our suite of UTC Products will provide the foundation for your savings and investment needs. read more
Securing your financial future will require investing in the appropriate portfolio of securities such as stocks and bonds. Our UTC suite of funds will provide the foundation for all your savings and investment needs. We will advise you on the best portfolio mix that fits your risk tolerance and lifestyle constraints.