Our holistic approach: growth, preservation and investment strategies to meet your individual needs
The Berman Lowenthal Group is a boutique wealth management practice within UBS AG. The dynamic worldwide presence of UBS gives us the distinct advantage of the Firm's global perspectives, insights and resources. As a team, we focus on a select number of affluent families, foundations and successful entrepreneurs. We develop highly customized investment solutions and work closely with your other trusted advisors, leading the effort to develop one integrated approach.
A comprehensive planning approach
We pride ourselves on delivering comprehensive financial guidance that is straightforward and practical. As relationship managers, our investment process includes:
- Asset allocation
- Investment manager due diligence and selection
- Portfolio rebalancing
Long-range impact on each generation
We understand the connections between wealth and family and are committed to building your legacy for years to come. The people and causes that are important to you, are important to us.
- Trust services
- College funding
- Charitable giving
- Family foundations
- Donor advised funds
Eileen Berman has been recognized as an industry leader.
- Barron's Top 1,200 Financial Advisors, 2017
- Barron's Top 100 Women Financial Advisors, 2015, 2016
Kristen Bissett has been recognized as an industry leader
- Working Mother Magazine Top Wealth Adviser Moms, 2017
- Forbes America's Top Next-Generation Wealth Advisor, 2017
- UBS Top 35 Under 35, 2017