Golden Gate Group, a specialized consulting team with over 20 years of experience and approximately $2.5 billion in assets under advisement, offers customized, client-centric guidance to both nonprofit institutional investors and affluent families, under the joint auspices of UBS Institutional Consulting Group and UBS Private Wealth Management. With offices in San Francisco and Walnut Creek, Golden Gate Group combines the advantages of a “boutique” structure with the vast resources of a leading global financial services firm to serve the needs of our unique clientele.
Since 1994, Golden Gate Group has provided objective advice and creative strategies to assist boards of directors of nonprofit organizations, foundations and endowments in addressing their complex needs, including:
- Asset allocation modeling and strategic rebalancing
- Investment and spending policy planning and review
- Investment manager and strategy identification
- Portfolio evaluation and performance management
- Identification of custodial services
- Peer group benchmarking
- Committee, board or trustee education
Some unique aspects of our offerings that tend to resonate with our client organizations include our written fiduciary acknowledgement and open-architecture platform.
With each and every one of our clients, we hold ourselves to the highest standards of service and accountability. From the outset of our relationship, we carefully define and formally document our role and any expectations of us. We can assume a fiduciary role in our clients' investment programs, and bring a structured approach to helping find the best path to achieve the organization’s objectives. We will acknowledge in writing the extent of this responsibility with respect to the contracted advisory services we provide. Moreover, the UBS Institutional Consulting Group is part of UBS Financial Services Inc., which is a subsidiary of UBS AG, one of the world’s largest financial services firms.
Our open-architecture platform allows us the ability to make unbiased recommendations based on your best interests and our best judgment, informed by years of experience, winning research and thorough due diligence. Neither the UBS Institutional Consulting Group nor any of the members of our Institutional Consulting teams receives fees or compensation of any kind from investment managers or mutual funds in connection with the services provided under a UBS Institutional Consulting Group Agreement. The fees we receive are solely those paid by our clients for services contracted.
The world of investing has never been more complicated. At Golden Gate Group, our extensive institutional investment management practice has taught us that today, more than ever, this sophisticated expertise can also be invaluable to affluent families. That’s why we’ve committed to bringing to each relationship the insights and rigorous investment discipline that we had exclusively provided to institutions and organizations. When combined with a deep exploration of your needs, hopes and aspirations, this complete approach defines the value we offer to our clients today—total wealth management.
Our clients count on our ability to be problem solvers, always mindful of providing thoughtful solutions. Yet, they also trust our thinking to be innovative and independent, not based exclusively on common industry wisdom. It really comes down to applying all we’ve learned over many years to determine what makes sense for you, your personal circumstances and the objectives you hope to achieve. No matter what your objectives or the complexity of your balance sheet, at the end of the day, our mission is to understand, enhance and simplify your finances so you can pursue more opportunities for living a rewarding life.
Golden Gate Group has also had the privilege of working with many distinguished professionals—our best-in-class network of experts in the areas of tax, estate law, wealth transfer and business succession planning. Whether through this extension of our team, or by working closely with your personal, trusted advisors, we collaborate to ensure we are all aligned in guiding you through your most important financial decisions. This comprehensive approach aims to help you confidently make choices for today and for the future. To that end, we look forward to becoming a sounding board for your ideas, concerns and questions.
Brian Sharpes and James Hulburd have been recognized as industry leaders.
- Financial Times Top 400 Advisors in the U.S., 2013-2014
- Barron's Top 1,000 Advisors, 2010-2014
- SF Business Times Top Wealth Advisors in the Bay Area, 2008-2013
- Registered Rep's Top 100 Wirehouse Advisors in America, 2007-2013
- Barron's Top 100 Advisors in the U.S., 2006-2009
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017
- Barron's Top 1,000 Financial Advisors, 2010-2014