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