UBS
| Contact Us | Local Sitemap |
About UBS Wealth Management Careers
Home
Wealth Management US

UBS Home

Wealth Management US

UBS Homepage > Wealth Management US > Investing > Non-Traditional Investments > Alternative Investments

Alternative Investments: Tools for growing and preserving wealth
Chess Piece
Alternative investments cover a broad range of investing strategies that fall outside the boundaries of traditional asset categories, such as stocks and bonds.  The best known alternative investments are hedge funds, managed futures, private equity and real estate.
 
Alternative investments have characteristics generally not found in traditional stock and bond investments, and as a result they may help qualified investors to:
  • Diversify a portfolio — Combining alternative strategies with traditional portfolios has the potential to generate steady gains and preserve wealth through up and down markets.
  • Produce consistent returns over time — Because alternative investments typically move in opposite directions to traditional strategies, they may help preserve wealth when stocks and bonds are out of favor.
Alternative Investments at our Firm
At UBS, we follow a disciplined wealth management approach that begins with an understanding of your objectives and preferences.  We work closely with you to consider alternative investments as part of a diversified asset allocation strategy for your portfolio, paying particular attention to manager selection and risk management.


contact a Financial Advisor for more information


Past performance is not indicative of future results. 

Alternative investments are not appropriate for all investors, and carry specific risks above and beyond those associated with traditional asset classes.

There is no assurance that alternative investments will outperform traditional investments, or that investing in alternatives will be profitable.  Alternative investments are sold to qualified investors only by a Confidential Offering Memorandum or Prospectus.  Minimum eligibility requirements for U.S. investors usually begin at a net worth greater than $1.5 million for individuals (with spouse) and $5 million for entities.
Related Page

Structured Products
Learn more about our customized securities

Related Links

Hedge Funds
Hedge Fund-of-Funds
Managed Futures
Private Equity
Exchange Funds

Related Document
Quarterly Hedge Fund/Managed Futures Review  (92kb)
Print this page    E-mail this page
Find a Financial Advisor
Enter your ZIP code
Find a Financial Advisor by name
Account Login

User Name
Password
Benefits of Enrolling
Enroll Now
First-Time User
Products & Services

Important legal information - please read the disclaimer before proceeding.
Products and services in these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. www.ubs.com © UBS 2002-2008. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Privacy PolicyNotice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark Disclaimer.