Experience Makes all the difference
Based in Seattle, WA, UBS IC Group - Northwest is one of the largest consulting groups in the country and has been providing institutional consulting advisory services since 1984. With over 130 clients and more than $38 billion in total assets, UBS IC Group - Northwest specializes in retirement plans, consulting to over $36 billion in retirement plan assets. In addition, our team has extensive experience working with municipalities, public retirement plans, corporate pensions, 401(k) plans, endowments, foundations, corporate reserves and Alaska Native Corporations and Native American Tribes spread across the US, with a regional concentration in Alaska, Washington, Oregon, Idaho, Montana and California..
Our team offers a uniquely qualified perspective into the objective investment consulting needs of our clients. We utilize our extensive, real-world consulting and client experiences to remain relevant and innovative as we help our clients pursue their long term investment goals.