One of the most valuable benefits the Utah Medical Association has offered its members in many years is UMA Financial Services, Inc. (UMAFS) The primary objective of UMAFS is to assist physicians in achieving their personal financial goals. To achieve this objective, UMAFS provides UMA member physicians the best possible retirement, investment, education funding, insurance and estate planning services. These services are provided by full-time financial advisors who are salaried, i.e., they receive no commissions.
UMAFS offers UMA member physicians a full range of financial products and services. Our primary focus is to assist our clients in meeting their life goals through the proper management of their financial resources. Our success is not measured by performance statistics but rather by our clients` success in achieving their personal financial goals.
We believe that financial markets reward knowledgeable, disciplined investors. Capitalizing on extensive understanding of markets, managers and investors, we recommend portfolios aimed at delivering above-average, consistent long-term results, while managing the chances of substantial short-term disappointment. Our knowledge and commitment to a disciplined investment process are reflected in every portfolio we manage.
