Los Angeles, CA Financial Advisors | Perry Financial Group

Advice for your wealth and legacy Private Wealth Management

Perry Financial Group (PFG) is named after our team’s founder, Barclay Perry. Barclay served as our collective mentor over the course of his nearly 50-year career. Barclay valued client relationships above all else, and he was passionately dedicated to helping clients pursue their goals. He believed strongly in working diligently as a team to advance our clients’ best interests at all times. These principles represent the core of our practice.

PFG is entrusted with the management of over $2.5 billion in assets for a group of clients that includes family offices, prominent entrepreneurs, private equity principals and corporate officers. We believe that each individual and family is different, and therefore should have a strategy customized to address their unique situation and objectives.

PFG offers an integrated approach that combines the client service of a boutique with the financial strength and resources of the world’s largest wealth management firm.¹ We value confidentiality, integrity and transparency. Our goal is to help clients pursue their wealth management goals through comprehensive investment management, advanced tax and estate planning strategies and tailored liability management.

Perry Financial Group

310-734-3937
310-734-3916

UBS Financial Services Inc.
2000 Avenue of the Stars
7th Floor North
Los Angeles, CA 90067

Our clients

Our robust wealth management team

As a client, you will benefit from the perspective of six highly trained professionals who provide specific knowledge relevant to all aspects of your financial life. Our team’s diversified set of skills allows us to tackle complex financial situations and present creative solutions for specialized needs.

We manage investment portfolios that are fully customized to each client’s unique goals and objectives. UBS’s open architecture approach enables us to utilize institutional-quality vehicles that provide exposure to equities, fixed income, cash equivalents, hedge funds, private equity, real estate and structured solutions.

Our comprehensive approach incorporates both sides of the client’s balance sheet, with strategies that seek to provide liquidity against illiquid assets such as hedge fund portfolios or private stock.

Comprehensive wealth management services

We have experience in financial planning and wealth management, but we also bring in professionals with the skills to help you build an appropriate wealth management plan.

The resources of a truly global firm

As an exclusive division within UBS, Private Wealth Management combines the intimate feel of a boutique with the resources of one of the world’s largest financial institutions. We address the diverse needs of our client families with a wide variety of solutions, whether from inside or outside UBS, across a full range of products and services.

The firm’s Chief Investment Office combines insights from global research professionals with local knowledge to enable more informed investment decisions. In addition, we draw on the firm’s family advisory, philanthropy and sustainable investing capabilities to help clients make a positive impact with their wealth.

CIO Americas, Wealth Management leverages the experience of CIO analysts and strategists around the world

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UBS House View. Chief Investment Office Investment Strategy Guide

ESG/sustainable investing considerations: Sustainable investing strategies aim to consider and in some instances integrate the analysis of environmental, social and governance (ESG) factors into the investment process and portfolio. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. Incorporating ESG factors or Sustainable Investing considerations may inhibit the portfolio manager’s ability to participate in certain investment opportunities that otherwise would be consistent with its investment objective and other principal investment strategies. The returns on a portfolio consisting primarily of ESG or sustainable investments may be lower or higher than a portfolio where such factors are not considered by the portfolio manager. Because sustainability criteria can exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Companies may not necessarily meet high performance standards on all aspects of ESG or sustainable investing issues; there is also no guarantee that any company will meet expectations in connection with corporate responsibility, sustainability, and/or impact performance.

Client service

Our commitment to you includes being accessible and accountable. To that end, our team includes two full-time support staff. When clients entrust part or all of their wealth to us, they can feel confident that we are always available to them.

While you are managing your business and family life, we can help you manage your wealth. We build and maintain strong relationships by offering responsive support, confidentiality and integrity. For example, we can help facilitate travel, entertainment, medical care and other key aspects of your life.

With nearly 45 years of experience as private wealth advisors, we have served discerning families and individuals. Our white-glove service exceeds expectations, and we aim never to say no to a request. Our clients come first, and we seek to address their needs with speed, accuracy and confidentiality.

In addition, we know that UBS clients are concerned about the security of their wealth. To this end, we have implemented robust internal cybersecurity measures. These protections are designed to deter account hacking and identity theft.

Concierge services
At UBS, we offer bespoke concierge services to make your life easier and enable you to concentrate on what is essential for you. Our caring associates see every request through to completion.

Exclusive access
Clients are invited to UBS forums and global events such as:

Young Successor Program
Autism Roundtable
Global Family Office Conference
Women’s Symposium
Global Family Philanthropy Conference

Our perspectives

Insights

Access the latest views and financial market coverage