UIT Investing Email Format

Financial ServicesIllinois, United States0-1 Employees

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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