Times may change. Commitments don't.



The UBS Institutional Consulting Group offers a full range of institutional consulting services within UBS, including Asset Allocation Modeling, Investment Policy Planning Assistance, Performance Measurement, and Identification of Manager and Investment Strategies.

I offer hands-on guidance from an experienced, dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader on your behalf. I provide a sophisticated, custom advisory service platform, disciplined manager search and advanced technological support, delivered by someone who knows you.

With each of our clients, I hold myself to high standards of service. At the outset of our relationship, I will formally define and document my consulting role including the extent of my fiduciary responsibility with respect to our contracted services. My services are designed to help support you in your fiduciary role.



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Keith A. Rivera

Keith A. Rivera, CIMA®
Senior Vice President – Wealth Management
Senior Portfolio Manager

600 SW Columbia, Ste 6200
Bend, OR 97702
877-327-5292


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