At U-Nest, security of your investments and risk management are our top priority. Our investment philosophy includes three main principles: discipline, consistency, and long term focus. Although your investments may potentially lose value, this risk is significantly reduced if you’re invested for a long term.
As fiduciaries, we always keep your interests in mind and recommend asset allocations that are sufficiently diversified and have moderate risk profiles. Also, the allocations are regularly rebalanced to gradually become more conservative as the expected date of college enrollment nears. With regular monthly investments, we ensure that you invest in different points of the market, so your investment returns are smoothed out.