Strategic and sustainable The Arbor Group approach to investment management 
“Our mission is to assist our clients in making the world a better place. Through personal financial planning and sustainable investment management, we will work with you as you pursue your goals.”
— The Arbor Group
The Arbor Group has specialized in sustainable investing for 25 years. As a long-time leader in sustainable investing, we offer 13 distinct portfolio strategies. Each strategy uses environmental, social and governance (ESG) screens as well as screening based upon the U.N. Sustainable Development Goals. We provide this service to individuals, endowments, foundations, retirement plans and the clients of other UBS financial advisors across the United States.
We seek to deliver competitive long-term performance while assisting our clients in meeting their long-term goals.
The Arbor Group
206-689-3134
800-426-7531
855-299-1236
UBS Financial Services Inc.
925 4th Avenue
31st And 32nd Floors
Seattle, WA 98104
Systemic client focus
We work to provide the best solutions for you
Our goal at UBS is to take the time to truly understand your needs, priorities and aspirations.
Your Investments
- Customize personal investment strategy
- Integrate with other investments in a holistic approach
- Rebalance on an ongoing basis
Your Family
Financial planning
- Determine investment objectives
- Model outcomes to demonstrate likelihood of success
- Revise inputs as situations or priorities change
Your Values
Philanthropy and sustainability
- Assist in coordinating annual charitable giving
- Help optimize the benefit to your family and charities in your estate plan
- Identify sustainable investment options
Your liabilities
Liabilities
- Tax award investing
- Protect your plan with life and long-term care insurance
- Review and monitor credit line and mortgage financing
Strategic and sustainable
We sustainably manage 13 distinct portfolio models through the Portfolio Management Program from conservative to aggressive. Our goal is to produce long-term performance above and beyond that of relevant benchmarks.
Our commitment to conservation and community
Our conservation efforts
The Arbor Group is proud to have been selected as financial advisors for conservation trust funds, with clients in North America, Africa, South America and the Caribbean.
Our clients include endowments for mountain gorillas residing in Ugandan parks, forest elephants in the mountains of Tanzania, leopards in the cedar forests of Malawi, sea turtles in the Dutch Caribbean and giant river otters in the rainforests of Suriname.
Our community efforts
Our team is also committed to making a difference at home in our community. The Arbor Group team is a corporate member of Seattle Rotary Club #4, participating in local and international Rotary activities.
Our personal passions
Philanthropy plays a vital role in each of our lives.
John Adams
- Conservation Finance Alliance – Member of Executive Committee
- Birdlife International – Member of Global Advisory Board
- Bainbridge Island Museum of Art – Board Member
- Rotary Club #4, Seattle, WA – Member
- Rotarian Malaria Partners – Advisory Board
Michael S. Frantz
- King County Library System Foundation – Board Member, Finance & Audit Committee
Jack O'Connor
- National Park Service – Volunteer
- Long Live the Kings – Volunteer and Special Events Committee Member
Leah Turino
- Seattle Girls' School - Volunteer
Louise McMahon
- Pasado's Safe Haven - Volunteer
Making an impact locally and globally
Our perspectives
UBS Investor Watch [Microsite]
Washington Weekly
Insights
