UBS
Home | |
About UBS Wealth Management Bookmark this Page
UBS Wealth Management

UBS Home

UBS Wealth Management


Home

The Arbor Group
The Arbor Group
206-628-8554
800-426-7531 ext. 8554
206-628-6556 fax
john.s.adams@ubs.com
Team Members:
John S. Adams, CFP®, CIMA
Senior Vice President - Investments
Advisory and Brokerage Services
john.s.adams@ubs.com

Patrick Drum, CFA
Financial Advisor
patrick.drum@ubs.com

Deena Fuller
Senior Registered Client Service Associate
deena.fuller@ubs.com

Carlos Obando
First Vice President - Investments
Advisory and Brokerage Services
carlos.l.obando@ubs.com

Jason Hamlin, CIMA®, CRPC
Wealth Strategy Associate
Advisory and Brokerage Services
jason.hamlin@ubs.com

Hannah Ahmed
Registered Client Service Associate
hannah.e.ahmed@ubs.com

The Arbor Group at UBS provides multi strategy, fee-based asset management for foundations, endowments and high net worth families. The Arbor Group Portfolio Management is part of the UBS Portfolio Management Program (PMP) and specializes in socially and environmentally responsible, globally diversified investments. The Arbor Group is a member of UBS Institutional Consulting Services. Services include Investment Policy, Asset Allocation, Independent Manager Search, Performance Monitoring and Board Review. The Arbor Group works globally with conservation trust funds and endowments.

Upcoming Seminars:
Monthly Economic Outlook
The Future of Energy

The Arbor Group is now hosting two investment lunch seminars each month. Click for more information.

Learn about Our Team
Managing Wealth

Your Retirement Plan

Planning for retirement in a changed world
Is your plan for retirement still on track?

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Our Perspective
Corporate Profile CorporateProfile.pdf (211kb)
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf (75kb)
Using Modern Portfolio Theory to Implement Strategic Asset Allocation MPT_toImplement_Strategic_Asset_Allocation.pdf (61kb)
Market Watch Wednesday market_watch_wednesday.pdf (74kb)
Establishing a Private Foundation EstablishingaPrivateFoundation.pdf (62kb)
Structured Products: Tailoring Risk to Meet Investment Needs StructuredProductsTailoringRisktomeetInvestmentNeeds.pdf (567kb)
A Management Approach to Allocating Major Grants EE03131_30104_JE11219_30104_Magagement_Strategy_For_Large_Restricted_Accounts_-_Final.pdf (91kb)
Live Meeting login
News

2009 Investor Day: UBS provides an update on the progress in transforming the firm
UBS reports third-quarter 2009 earnings
UBS Appoints Robert J. McCann as Chief Executive Officer, Wealth Management Americas & Member of UBS Group Executive Board

Spotlight Articles

Market Outlook: The recovery – on track, but slow and uneven  (810kb)
Do you have a plan for transferring wealth to others?
Managing taxes and portfolio risk and return

Print this page E-mail this page  
Key Information
Account Login

User Name
Password
Benefits of Enrolling
Enroll Now
First-Time User
View Mailbox
Market Update
DJIA 10318.16
NASDAQ 2146.04
S&P 500 1091.38
30yr Tsy 4.30
Market Info
Quotes delayed at least 20 minutes Market Information, Copyright 2002 Reuters Limited. All rights reserved.

Retirement Planning Now - Video
E-Delivery Signup

Terms of Use | Privacy Statement
Products and services in these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. www.ubs.com
© UBS 2009. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Notice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark DisclaimerImportant Information About Auction Rate Securities.