 Choosing, managing and monitoring investments for your company's retirement plan requires extensive time and research, as well as a thorough knowledge of market trends.
That's where UBS Fiduciary Trust Company comes in. With its collective investment trust portfolio program, you can benefit from its services as a corporate trustee as well as its expertise in investment management. In addition, UBS Fiduciary Trust Company provides access to mutual funds.
UBS Fiduciary Trust Company also acts as an ERISA fiduciary in the selection and monitoring of the investment advisers providing services to the collective investment trust portfolios.
With the help of your Financial Advisor, you'll see how UBS Fiduciary Trust Company can be a key resource in helping you with your retirement plan responsibilities.
Key Features UBS Fiduciary Trust Company services that support corporate retirement programs
Investment Management Institutional Investment Management by Independent Investment Advisers
UBS Fiduciary Trust Mutual Funds Plan sponsors can select mutual funds in addition to UBS Fiduciary Trust Company Collective Investment Portfolios
Participants In-depth portfolio information
Plan Sponsor Portfolios Spectrum of risk and return of our portfolios
Recordkeeping Third-party administrators who can provide comprehensive participant recordkeeping services

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