Insightful advice Delivered through ongoing collaboration
UBS Institutional Consulting Group
919-918-2329
800-905-3009
855-409-6756
317 W. Barbee Chapel Road
Chapel Hill, NC 27517
Your organization has many responsibilities—to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.
We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.
Our office locations
317 W. Barbee Chapel Road
Chapel Hill, NC 27517
201 North New York Avenue, Suite 300
Winter Park, FL 32789
Manish Mehta has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
- Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021
- Financial Times Top 400 Financial Advisor, 2015, 2018
- NABCAP Premier Advisor, 2012, 2013, 2014
Our perspectives
Insights