Experience Makes all the difference
High Desert Institutional Consulting is dedicated to institutional consulting and includes a team of advisors with over 85 years of experience in financial services, banking and investment consulting. We focus on providing investment strategies customized to best meet each client's particular situation and needs-regardless of complexity. Our team has built a successful practice by focusing on delivering strategies to corporate defined benefit and defined contribution plans, Taft Hartley plans, endowments and foundations, tribal groups, as well as high net worth individuals.
David Bruner, CFP®, CIMA®
Senior Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Portfolio Manager
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505-880-2704