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SOCIALLY RESPONSIBLE INVESTING II:
Our analysts screen hundreds of potential
funds, selecting those that will best serve the interests of our investors. These funds must present
strong consistent financial opportunity while displaying favorable corporate integrity. Criteria for
selection includes no front- or rear-end loads, below-average operating expenses and above-average
risk-adjusted returns. Rather than being limited to a single fund group, our investors benefit by
having choice. With such a broad fund selection, we tailor a long-term investment strategy based on
specific objectives, risk profiles, time horizons, and social concerns. It is important at UASI that the
funds selected have the potential to perform favorably for our investors. We strive to generate higher
net investment returns through a process involving the careful selection of investments from our
Socially Conscious Fund Portfolio combined with sound money management principles.
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