Work with our team and grow your investments with us.

Our team of professionals is dedicated to helping our clients with ideas and execution, and giving them up-to-date coverage of the economy and the market. Our clients are well-guided and advised on the range of products we offer that are best-suited to evolving market trends as well as their financial needs.

Mutual Funds

As a licensed distributor of mutual funds, our goal is to offer our clients new opportunities by investing in the top mutual fund companies in the country. Doing so enables our long-term investors to benefit from the resources and services of professional fund managers.

Stock Investment Program (SIP)

Through our Stock Investment Program (SIP), we are able to provide our clients a better alternative vis-a-vis simply keeping their money in the bank. Our SIP works as a peso-cost averaging facility which enables clients to invest a fixed amount of money at regular intervals over a relatively longer period of time. Our facility is fully automated and can be customized to fit any client’s unique investing preference.

Margin Trading Facility

In order to give our clients higher potential to achieve their desired returns, we provide a margin trading facility we can offer clients who have a minimum required margin. Facilitated by Unicapital Securities, Inc., this facility offers trading flexibility, ability to diversify your portfolio if necessary, and gain convenient access to financing.

In-house Research

All of our clients are informed and up-to-date via the stock recommendations and news they receive on a daily basis. Our in-house research team releases UTrade On Target, a daily newsletter that gives stock recommendations which are beneficial for the long-term. It covers companies under various sectors such as Banking, Consumer, Property, Oil, Cemenet, Infrastructure, Gaming, and Power; and is based on fundamental analysis. We have another newsletter called “Trader’s Gameplan” which we release on a daily basis.

To supplement On Target, we have another newsletter which we release on a daily basis as well that focuses on trading strategies and is purely based on technical analysis.

Financial Literacy Seminars

We value learning as much as investing. We offer basic to advanced workshops and market outlook seminars designed to help investors understand investing in the stock market in the easiest and most enjoyable way. Our basic and advanced set of workshops are dedicated to financial literacy and providing an in-depth understanding of how investing works.