Expertise. Our team of consultants have practical experience administering every type of unique asset – there is nothing you hold we have not seen before. We provide value whether your responsibility is administrative, investment or distributions.
Blue-chip customer list. Our consulting clients include some of the most forward-thinking and prestigious wealth management firms and family offices.
Thought leader. UAP trains the regulators. Firm principals have lectured to the Federal Financial Institutions Examination Council, the Internal Revenue Service, the U.S. Department of Labor, the Conference of State Bank Supervisors, the New York Bankers Association, the Tennessee Bankers Association, the Fiduciary and Investment Risk Management Association and the Compliance Roundtable. We keep abreast of the latest rules and regulations from the OCC, IRS, DOL, SEC, FINRA, state agencies, AICPA and other regulatory bodies.
Affordable. The 28 services we offer are surprisingly affordable. Because valuations represent spardata's sole focus and we prepare so many reports each year, our prices are among the most competitive in the valuation industry.
To learn more please contact UAP's Managing Partner Brad Davidson at (240) 553.1100 x107 or email@example.com.