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Overview

Employees
1-10 employees
Type
Privately Held
Revenue
N/A
Competitors
N/A
Headquarters
Barrington
Founded
2017
Category

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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