Constructing your financial plan
We spend the time to really get to know you, your loved ones and your goals. We look at all aspects of your financial life: We integrate your assets and liabilities, savings and portfolios into a comprehensive and cohesive view.

Retirement income planning
Entering retirement, many people fear the possibility of outliving their savings. Our protective strategies can help ease concerns about how long you will need to draw your funds in retirement and how you can prepare for unexpected expenses.

Estate planning coordination
We work with your attorney and accountant to help with protecting your assets, reducing estate tax exposure and transitioning wealth to future generations.

Safeguarding multigenerational wealth
Attuned to protecting the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.

Trusted guidance
We have extensive experience providing insight and advice to investment committees and trustees for a variety of organizations. Our team understands the specialized issues you face and know how to address your needs with a comprehensive approach.

Comprehensive solutions
By accessing the intellectual capital of UBS, as well as its in-depth manager research capabilities, we combine global insights and analyses with an open architecture mix of managers and funds. Our services include:

• Investment policy development and review
• Asset allocation modeling
• Investment manager and fund searches
• Portfolio construction
• Ongoing consulting and performance measurement
• Board and committee education

Mission investing
We can assist your organization in aligning core values with appropriate investment strategies that reflect what is most important to you. If desired, we tailor our strategies to positively and negatively screen for governance, environmental and social impact metrics.

Fiduciary responsibility
Fiduciary liability is a primary concern for many organizations. We will acknowledge our fiduciary role for services provided and help you develop an investment process to address your fiduciary obligations.

Don’t compromise - Investing with values can create value
The line between sustainable investing and successful investing is being erased. Investors do not have to choose between making a positive impact and meeting their financial goals.

Traditional investing relies solely on financial information. Sustainable investing broadens the scope to include non-financial factors. More data offers a more comprehensive picture of a potential investment. We specialize in helping investors interested in aligning the pursuit of their investment goals with the concept of sustainability through a variety of approaches:

• Exclusion strategies
• Integration strategies
• Impact strategies

UBS is a leader in sustainability
Guided by our Code of Business Conduct and Ethics, UBS continues to work diligently toward meeting demanding Environmental, Social and Corporate Governance goals and commitments at every level of the organization. Our firm has broad and deep experience with sustainable strategies led by senior colleagues and a research department with a specific focus on sustainability.

Customized portfolio management
Providing the analysis and due diligence to select “best in class” managers, we build customized portfolios specific to your unique situation. Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.

Open access
We make investment decisions objectively and deliberately, without any conflicts of interest. We consider all investment vehicles as potential tools for building a customized investment portfolio using a disciplined product selection process.

Risk management and asset allocation
We focus on strategies that help mitigate risk by building a diversified asset allocation. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Leveraging our institutional consulting experience
Because we work with organizations in a fiduciary capacity, we have a depth of experience in the design, implementation and monitoring of complex investment programs. We translate this institutional consulting experience into action for creating comprehensive wealth strategies for affluent families.

Attention on your terms
Our team works with a select group of clients and we always put their needs first. Our service goes above and beyond the expected, offering a highly personalized experience that is responsive and flexible to your needs.

Proactive communication
We work diligently to anticipate your needs. We stay on top of the latest and most prudent financial thinking and share that expertise through regular calls, meetings personalized to your schedule, one-on-one counseling and informative educational events.

Client service professionals
Clients rely on our attentive and detail-oriented service professionals for a host of financial and administrative needs. We are tenacious about resolving outstanding issues and have exceptional follow-through.

Coordination with your other advisors
We will work with your accountants, attorneys and other trusted advisors. Together, we will present integrated strategies in order to help achieve your strategic goals.