Professional Money Management
In today's complex world of investing, many people turn to the professionals. Their portfolios have reached a size where they want expert money management working for them.
Managed for You
ACCESS is a separately managed account program, where a professional money manager handles your investments for you. Many of these managers are usually available only to institutional investors. But with ACCESS, UBS makes them available to you for a relatively modest initial investment.
Working With Your Financial Advisor
Your UBS Financial Advisor will create an investor profile that expresses your goals, investment timeframe and comfort level with risk. Your profile is used to develop a personalized asset allocation plan, to help you select professional money managers suitable to your investment goals and risk tolerance. Your UBS Financial Advisor will evaluate and provide ongoing monitoring of your portfolio and your manager's performance, and suggest modifications to your asset allocation when appropriate.
Control
With ACCESS, you have direct ownership of the securities in your account, giving you opportunities to maximize the tax efficiency of your portfolio.1 You may also restrict certain securities from your portfolio because of social considerations or concentrations in other portfolios.
Who Invests in ACCESS? - People with a minimum of $100,0002 for each account, who are ready to delegate the time-consuming responsibilities of investing to qualified professionals
- Those who want the advice of a Financial Advisor in the selection of money managers
- Those who value UBS's stringent criteria for screening money managers for performance, style consistency and organizational depth and stability
For more information about the features and risks of UBS ACCESS, go to the Investment Solutions Disclosure tab on the left menu or talk to a UBS Financial Advisor. | 
