Experience Makes all the difference

Our investment management team offers customized asset allocation for your captive insurance company accounts utilizing institutional-quality asset managers. Our goal is to provide investment advice, taking into consideration the company’s liquidity needs, domicile requirements, and asset/liability matching.

With over 20 years of experience in captive insurance investments, we are well-positioned to provide highly specialized investment guidance, and to execute investment solutions with ease and efficiency. Implementation includes:

  • Strategic asset allocation
  • Investment manager search
  • Automatic rebalancing
  • Daily portfolio risk analysis
  • Reporting

Michael E. Hyzdu, CFP®

Senior Vice President - Wealth Management
614-460-7777
michael.hyzdu@ubs.com

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  • B.S., Miami University, Marketing
  • Masters in Business Administration, Ohio State University
  • Joined UBS in 2002
  • More than 25 years experience in entrepreneurial ventures and consulting
  • Series 7 and 66; Life Insurance, Accident and Health Insurance Licenses
  • Focus: Captive Insurance Company Investment Strategies. 114 Trusts. Helping business owners craft and implement a personalized financial strategy
  • Community Involvement (current): Board Chair, Junior Achievement of Central Ohio; Judge, Fisher Business Plan Competition; Board Member, HOBY Youth Leadership; Dublin Men's Fellowship
  • Community Involvement (recent past): St. Thomas More Newman Center Youth Group Leader; League Secretary and Football Coach, Dublin Football League; Miami University Football Alumni Board
  • Hobbies/Interests: racquetball, paintball, golf, coaching football and family
  • Accolades: 2010 Tri-State Family and Private Business Award Nominee


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WI, WV, WY


T. Tyler Holocher, CFP®

Client Service Associate
513-792-2135
tyler.holocher@ubs.com

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  • B.S., Miami University, Finance & Entrepreneurship 
  • Joined UBS in 2013
  • Series 7 and 66
  • Focus:  Servicing Captive Insurance Companies. Wealth planning, liability management and investment
  • Community Involvement: Big Brother Big Sister & Christian Awakening Retreats
  • Hobbies/Interests:  Golf, Skiing, traveling and family


Registered States:
AZ, CA, CO, DE, FL, IL, IN, KY, MI, MN, MT, NH, NJ, NY, OH, PA, SC, TX, UT


F. Michael Hyzdu, CIMA®

Senior Vice President - Wealth Management
513-776-2111
mike.hyzdu@ubs.com

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  • B.S., Miami University, Economics
  • More than 41 years of experience in the financial services industry
  • Series 3, 4, 5, 7, 8, 24, 63, 65; Life Insurance, Accident and Health Insurance Licenses
  • Previous Work Experience: Fourteen Years with E.F. Hutton and the remainder with UBS
  • Previous Work Experience:  Regional Derivatives Coordinator; Opened and managed Hutton's Kenwood Office; One of the industry's first Portfolio Managers (1980)
  • Focus: Captive Insurance Company Investment Strategies. 114 Trusts. Helping business owners craft and implement a personalized financial strategy
  • Hobbies/Interests: Family, motorcycles & golf


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WI, WV, WY


Leslie A. Lauer, CFP®

Managing Director - Wealth Management
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant (ChFC®)
614-442-6263
leslie.lauer@ubs.com

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  • B.B.A., University of Toledo, finance
  • Joined UBS in 2006
  • More than 30 years experience in the financial services industry
  • Series 7 and 66; Life Insurance, Health Insurance Licenses
  • Previous Work Experience: Alliance Holdings, Inc., Director of Acquisitions; Crowe Chizek & Co., Marketing Director
  • Focus: Captive Insurance Company Investment Strategies. 114 Trusts.  Private Wealth Management, Tax & Estate Planning for Business Owners and Corporations
  • Community Involvement: ESOP Association, board member; National Center for Employee Ownership, board member; Columbus Jazz Arts Group, board member; Fleetwood Group, board member; Arthur Lauer, Inc., Chairman; Leukemia and Lymphoma Society, supporter; Susan G. Komen Breast Cancer Society, supporter; Dublin Music Boosters, supporter; Columbus Art Museum Beaux’s Art, supporter
  • Hobbies/Interests: furniture manufacturing, art, travel, golf and swimming

Leslie works with the Hyzdu Wealth Management Team as a Strategic Partner for Captive Purposes.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY