Universal Value Advisors Partners with Concert Wealth Management to Offer State-of-the-Art Software, Research and Reporting to Clients
Reno, NV, July 17, 2014 --(PR.com
)-- Universal Value Advisors (UVA) has partnered with Concert Wealth Management and the Concert network to offer additional research resources, enhanced reporting, and the power of state-of-the-art automated systems to its clientele.
Universal Value Advisors is an investment advisory firm located in Reno, Nev. Concert Wealth Management is headquartered in San Jose with offices across major western markets.
Concert will take over most of the back office, regulatory, and administrative functions for Universal Value Advisors, allowing UVA team spend more time on research, security selection, and asset allocation.
“Universal Value Advisors is dedicated to delivering the most powerful analytical, market research capabilities, and reporting tools to its clients,” said Joshua Barone, managing partner of Universal Value Advisors. “Our partnership with Concert Wealth Management and the Concert network allows us to offer the power of state-of-the-art technology while freeing up our staff to dedicate even more personal attention to each client’s account.”
UVA will remain in its current location and retain its current staff. The company will will continue to manage accounts exactly as it has in the past, but with more resources, enhanced systems, and a more accessible back-office.
To learn more about Universal Value Advisors visit: universalvalueadvisors.com. To learn more about Concert Wealth Management visit: concertwm.com.