UX Wealth Manager Spotlight

In a market filled with the status quo, UX Wealth is making strides with AI and ML, reshaping the investment landscape. Our commitment to innovation garnered us the title of "Model Marketplace of the Year" in 2022, reflecting our dedication to offering clients the very best in investment options through advanced technology driven solutions.

Subscribing to our model marketplace gives advisors a firsthand look into cutting-edge investment models. We understand that staying informed in today's financial landscape is crucial, and we empower our advisors with AI and ML insights.

What sets us apart is that many of the models and managers in our marketplace are exclusive to UX Wealth. Our "Manager Spotlight" offers advisors an exclusive peek into the latest commentary and news from these exclusive managers.

We are on a mission to redefine wealth management using the latest in AI and ML. While others stick to the status quo, we lead the way into a more innovative future. Join us on this exciting journey, and let's revolutionize wealth management together.

To access The UX Wealth Manager Spotlight and receive updates quarterly, please complete the form below.


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Investors should be aware that all trading involves costs, including the implicit cost associated with market impact and participation. While UX Wealth Partners strives to minimize these costs, market impact is an inherent aspect of trade execution. Achieving an execution price better than the Volume Weighted Average Price (VWAP) is a target, but not guaranteed. Past performance in relation to VWAP does not predict or guarantee similar outcomes in future transactions. Past performance is not indicative of future performance. The strategies employed to execute trades are carefully selected based on prevailing market conditions and the specifics of the order. However, there is no single strategy that is best for all situations, and outcomes can vary. UX Wealth Partners is committed to best execution. This means that while we cannot ensure the lowest possible cost in all circumstances, we constantly aim to optimize trade execution in favor of our clients. The financial markets can be volatile and unpredictable. UX Wealth Partners’ trading desk responds dynamically to changing market conditions, which can affect trade execution and outcomes. While our technology and order management systems are designed to facilitate efficient trade execution, system effectiveness is subject to market conditions, system performance, and other factors. The timing of order execution is subject to various factors, including but not limited to, order size, market liquidity, and the specifics of the client's instructions. Delays may occur despite our efforts to execute orders promptly. UX Wealth Partners regularly reviews trade execution quality to ensure consistent delivery of our service standards.