University Associates

Financial Services

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About Us

 At University Associates, our focus each and every day is to anticipate the needs and expectations of our clients. We believe that only this kind of dedication can strengthen our relationships with our clients and demonstrate our commitment to the results they want. University Associates' employees are introduced to this customer focus on the first day they begin work at University Associates, and, through ongoing training and the discussion of best practices, internalize the practices and approach that is critical to acting in the best of interest of clients. As a result, clients can expect to receive similar levels of service no matter who they interact with at University Associates.

University Associates' Shared Values:

Ø      Integrity — Our reputation is defined by how we respect and treat with dignity our customers, shareholders, communities, and each other.
Ø      Teamwork — We work cooperatively and rely on each other for our individual and shared success.
Ø      Excellence — We are dedicated to producing the best results for our clients, shareholders, communities, and each other.

 These values underscore our commitment to a work environment that fosters respect for all employees and help us deliver on the University Associates Promise to meet or exceed our customers' expectations by being trustworthy, being reliable, demonstrating our competence and making customers feel valued.


At University Associates, our focus each and every day is to anticipate the needs and expectations of our clients. We believe that only this kind of dedication can strengthen our relationships with our clients and demonstrate our commitment to the results they want. University Associates' employees are introduced to this customer focus on the first day they begin work at University Associates, and, through ongoing training and the discussion of best practices, internalize the practices and approach that is critical to acting in the best of interest of clients. As a result, clients can expect to receive similar levels of service no matter who they interact with at University Associates.  We understand our customers and shareholders expect University Associates and its employees to conduct business activities not only in full compliance with all laws and regulations, but also in accordance with the highest possible standards of ethical conduct. Guiding our day-to-day business dealings are our Shared Values of Integrity, Teamwork and Excellence. These values motivate us and add meaning to our daily activities. They explain what we stand for, what culture we share and what guides our decisions. 

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