# University Financial Strategies

University Financial Strategies is an Asset Manager based in Raleigh, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Raleigh, United States
- **Region:** North America
- **Address:** Raleigh, NC, United States
- **Assets under management:** Undisclosed
- **Website:** https://universityfinancialstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/markkellycfp

## Regulatory record

- **CRD number:** 297121
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297121

## About

UNIVERSITY FINANCIAL STRATEGIES, LLC. is a state-registered investment adviser in RALEIGH, NC. The firm manages approximately $15 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Higher Education Endowments
- Financial Planning
- Nonprofit Investment Advisory

## People

- Thomas L. Torian — President

## Questions

### Who makes the investment decisions at University Financial Strategies?

Thomas L. Torian, the firm's founder and president, serves as lead advisor to client institutions. He presents asset allocation and manager selection recommendations to each client's investment committee, which retains ultimate fiduciary authority.

### How does University Financial Strategies source investment managers?

The firm conducts proprietary due diligence on third-party asset managers across equity, fixed income, and alternative asset classes. Manager selections are presented to client committees in the context of each endowment's specific spending policy, liquidity needs, and existing portfolio composition.

### Is University Financial Strategies a discretionary investment manager?

No. The firm operates in a non-discretionary advisory capacity. University Financial Strategies evaluates and recommends investment managers and asset allocations, but each client's board or investment committee retains decision-making authority and must approve all allocations.

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- [Main Effort Financial](https://altss.com/profile/main-effort-financial-inc)
- [Watchtower Wealth Management](https://altss.com/profile/watchtower-wealth-management-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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