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United American Capital Corporation

A Leader in Public Funds Investment Management. Investing Public Funds Since 1991. United American Capital Corporation, a registered investment adviser, is in its 25th year of providing institutional fixed-income investment management services. Currently, the firm has over $4.2 billion in discretionary assets under management. UACC is one of the largest firms in Ohio to exclusively manage the investments of public entities. Soros takes Time Warner Cable stake, adds to Facebook, sells Alibaba in Q2.

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United American Capital Corporation

75 E. Wilson●●●●●●●●●●●●d, Suite C-2

Wort●●●●gton , OH, 43085

US

1.61●●●●7596
1.61●●●●7599
ua●●@bloomberg.net

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United American Capital Corporation

United American Capital Corporation

75 E. Wilson●●●●●●●●●●●●d, Suite C-2

Wort●●●●gton , OH, 43085

US

1.61●●●●7596
1.61●●●●7599
ua●●@bloomberg.net

View this contact

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Kitsmiller, Kelly

3000 E DU●●●●●●●●●NVILLE RD

COL●●●BUS , OH, 43231-4069

US

1.61●●●●5971
1.61●●●●9016
dn●@EE.NET

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United American Capital Corporation | uacc.com Reviews
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A Leader in Public Funds Investment Management. Investing Public Funds Since 1991. United American Capital Corporation, a registered investment adviser, is in its 25th year of providing institutional fixed-income investment management services. Currently, the firm has over $4.2 billion in discretionary assets under management. UACC is one of the largest firms in Ohio to exclusively manage the investments of public entities. Soros takes Time Warner Cable stake, adds to Facebook, sells Alibaba in Q2.
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2 compliance
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4 investment management approach
5 market pulse
6 legal disclaimer
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United American Capital Corporation | uacc.com Reviews

https://uacc.com

A Leader in Public Funds Investment Management. Investing Public Funds Since 1991. United American Capital Corporation, a registered investment adviser, is in its 25th year of providing institutional fixed-income investment management services. Currently, the firm has over $4.2 billion in discretionary assets under management. UACC is one of the largest firms in Ohio to exclusively manage the investments of public entities. Soros takes Time Warner Cable stake, adds to Facebook, sells Alibaba in Q2.

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uacc.com uacc.com
1

United American Capital Corporation – Investment Management Approach

http://www.uacc.com/articles/53

News & Events. The Order of Priority:. 1 Preservation of Principal. UACC believes that continuous investment in the bond market is vital toward achieving greater returns over time. In other words, public entities that have consistently maintained excessive cash equivalent investments will experience lower returns over time compared to public entities that maintain investments in the bond market and who have had their portfolios professionally managed. Selecting Securities for the Portfolio. Identifying t...

2

United American Capital Corporation – Investing Public Funds Since 1991

http://www.uacc.com/articles/44

News & Events. Investing Public Funds Since 1991. Click here to read about UACC in Forbes. UACC Highlights and Services. Independent Registered Investment Adviser, not. Over 70 years of combined fixed-income investment management experience. Approximately $4.2 Billion in total discretionary assets under management*. Provides a comprehensive accounting and reporting system to our clients. Monitors legal and investment policy compliance. UACC clients receive many other investment related services. An inves...

3

United American Capital Corporation – Compliance

http://www.uacc.com/compliance

News & Events. UACC ADV Part 2 2016. Strict Compliance is an Important Factor in our Management Process. In recent years, the law as it pertains to County Treasurers was modified to include other investment alternatives, such as corporate obligations and US Treasury Strips. Companion Bills, House Bill 607 and Senate Bill 289, were the vehicles that expanded eligible investments, effective in June of 2004. A Leader in Public Funds Investment Management.

4

United American Capital Corporation – Our Team

http://www.uacc.com/investment-team

News & Events. Raquo; Our Team. The investment professionals at UACC have over 70 years of combined institutional fixed-income investment management experience. Dennis Yacobozzi – President and CEO ( dyacobozzi@uacc.com. Kevin Klingel – Sr. Vice President/Portfolio Manager ( kklingel@uacc.com. Jim McCourt, CFA – Vice President/Portfolio Manager ( jmccourt@uacc.com. Pete Federico – Investment Operations Manager ( pfederico@uacc.com. Bill Hummer ( bhummer@uacc.com. Jim McCourt, CFA,.

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A Leader in Public Funds Investment Management. Investing Public Funds Since 1991. United American Capital Corporation, a registered investment adviser, is in its 25th year of providing institutional fixed-income investment management services. Currently, the firm has over $4.2 billion in discretionary assets under management. UACC is one of the largest firms in Ohio to exclusively manage the investments of public entities. Soros takes Time Warner Cable stake, adds to Facebook, sells Alibaba in Q2.

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