Total wealth management means making the most of both the asset and liability sides of your personal balance sheet. And like everything else at UBS, the process begins with you. You may want to invest in a start-up venture, buy more of a stock that you truly believe in or take advantage of a consumer trend that you first noticed on a recent overseas trip.
If you'd like to do more with your existing portfolio, your Financial Advisor may explain how margin accounts, credit lines1 or Standby Letters of Credit2 can help you put your current assets to more productive use. Each recommendation is integrated into your personal wealth management and takes your tax, cash flow and asset-retention requirements into account.3
If your investments include rental properties, you and a UBS Mortgage Banker can discuss how interest-only mortgages, combination mortgages or other home financing structures could function as part of your overall financial plan. Your Financial Advisor can introduce you to a UBS Mortgage Banker, who can explore mortgage strategies designed to fit your risk tolerance and which are appropriate for your individual investment and real estate portfolios.
1Credit Lines are provided by UBS Bank USA, an affiliate of UBS Financial Services Inc., and are subject to credit approval. Home Equity Credit Lines are provided by UBS Mortgage.
2Standby Letters of Credit are provided by UBS Financial Services Inc.
3Neither UBS Financial Services Inc. nor UBS Mortgage provides tax advice. You should consult with your tax advisor regarding your particular situation.
Please read the full legal disclosure for more information. Equal Opportunity Lender. Equal Housing Lender.
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