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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:
Philanthropic Circle
2010 Outlook
The Roth Conversion

The Arbor Group is now hosting a monthly economic overview lunch seminar every month. We will hold our "Brown Bag" economic lunch seminars on the third Thursday of every month. We will also host a "Green Bag" Socially Responsible Investment seminar once every quarter and will post detailed information on our seminar calendar. Click for more information.

Learn about Our Team
Managing Wealth

Retirement Plans at UBS

Are you maximizing the new tax advantages of your retirement savings?
Planning for retirement in a changed world

Experiencing UBS

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

Our Perspective
Corporate Profile CorporateProfile.pdf (156kb)
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)
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News

UBS AG nominates Wolfgang Mayrhuber for election to its Board of Directors
2009 Investor Day: UBS provides an update on the progress in transforming the firm

Spotlight Articles

2010 market outlook and investment opportunities
Managing your portfolio for you and your heirs
Market Outlook: 2010–the year of living less dangerously (591kb)

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2010 - What is Ahead

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