UIT Investing is the first research platform to provide investment ratings and comparative analysis of the unit investment trust market.
Because of their unique structures, often involving shorter terms and complex holdings, as well as the significant depth of the market, UITs are generally not reviewed by mutual fund research services, such as Lipper, Value Line, or Morningstar. In addition, portfolio monitoring software is not designed to evaluate UIT portfolios. This makes evaluating UITs onerous, and poses unique challenges for finance professionals trying to meet compliance standards, avoid unsuitability risks, and make well-informed investment recommendations.
We launched UIT Investing to change all that. UIT Investing is the only dedicated resource for comprehensive, proprietary UIT research and performance evaluation designed to help finance professionals and investors better understand and utilize UITs.
With a successful track record of over 15 years in the financial services industry, Randy Watts has spent much of his career in the UIT market — at both large and small sponsor firms, including Van Kampen Investments, Matrix Capital Group, Incapital, and Nuveen Investments.
Recognized as a UIT industry expert, Randy has deep expertise in both the management level and operational details of the UIT business. He has spent over a decade working in UIT product development, compliance, trading, and portfolio administration, and fully appreciates the challenges UIT evaluation poses for finance professionals and investors alike. UIT Investing represents his third launch of a UIT-based business.
Randy is a regular speaker at UIT industry events, trusted UIT industry consultant, and has written the most comprehensive and utilized education materials in the unit investment trust industry.
He earned a B.S. in Economics from the University of Illinois at Urbana-Champaign and an M.B.A. in Finance from the University of Illinois at Chicago.
Paul Watts has been building technology and leading development teams for nearly 20 years. He has created award-winning consumer electronics technology, founded a startup that was listed as one of the “Coolest Small Businesses in America,” and served in executive positions at multiple venture-backed businesses. In his spare time, he built an open source transit app used by tens of thousands of people every day around the world.
Paul is a dedicated servant leader who believes in building teams based on trust, respect and effective communication. He’s also a loving husband, wearer of bow-ties, sports fan, and karaoke addict.
Jarryd Wynn has 8 years of experience within financial services. He started his career at JP Morgan Asset Management analyzing mutual fund product data. He eventually found a role within UITs at Incapital & Nuveen Investments where he was involved with portfolio administration, trading & operations, and research. He earned a B.S. in Finance from the University of Dayton and is currently pursuing a M.S. in Finance at the University of Illinois at Chicago.