Welcome to La Ferla Group
Founded January 1981,
La Ferla Group is a branch within UBS Financial Services Inc. Our clients include airline pilots, individual investors, business professionals, various businesses and organizations, representing clients domiciled throughout the United States.
A major benefit of establishing a relationship with La Ferla Group, is that we are a one-stop-shop of comprehensive services: asset management, insurance, mortgages and lending; working with your CPA and estate planning attorney. The convenience of having everything all in one place, designating us to coordinate and supervise this activity on your behalf, simplifies the process.
Our purpose, is to provide an exceptional client experience based on respect, trust and confidence, providing our clients with the highest level of professionalism and accountability, by managing the critical issues:
Performance, Price and Service.
When you get down to the basics, the only thing that a client really cares about is:
- Performance – how much money can I potentially make for the risk I am willing to accept
- Price – how much is it going to cost me
- Service – who can I speak with to discuss my questions, comments and concerns
Global Balanced Portfolio
Finding someone you can trust to manage your assets, and knowing that they will do what is in the best interest of you and your family, is a difficult decision. This is why you should consider La Ferla Group: we have more than thirty-two years of experience managing investment portfolios; we are honest, we are good at what we do, and we care about our clients and their well-being. We are proud to offer references upon request.