We are one of UBS’ senior institutional consulting teams with over 25 years' of experience with a focus on endowments, foundations, defined benefit and contribution plans, faith based organizations and other asset funds.
Our team takes great pride in our commitment to understand each client’s unique needs and objectives and converting those into proactive plans helping our clients achieve their goals. We leverage the strengths of UBS’ vast tools and research expertise for the benefit of each client.
Our clients value our superior customer service.
Talk to us today about how we can team up to help your organization achieve your goals.
Rob Bickham and Hal Tabb have been recognized as industry leaders
- Barron's Top Institutional Consultant, 2016, 2018
- Rob Bickham, Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Rob Bickham, Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013