As an investor, you want to know that your investments are working hard for you. Investment performance is the return on an investment portfolio which may contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency.
The UPAL Pooled Fund Audit Report is available upon request. Call UPAL at 918-747-5585 to request a copy.
Retirement Plan Accounts
Notice and Clarification of Investment Risks