Your goals. Your objectives. Our experience.
UBS Institutional Consulting Group - Northwest
800-905-5574
855-299-1240
UBS Financial Services Inc.
925 4th Avenue
31st And 32nd Floors
Seattle, WA 98104
Whether you oversee a 401(k) plan that needs to fund successful retirements, an endowment that must meet obligations for decades to come or your own family’s legacy, you need a serious approach to the task at hand. We connect money with its purpose, designing customized strategies for complex financial needs.
Since 1984, we have worked with companies, institutions and ultra high net worth families to understand and address their complex goals. They know us to be knowledgeable, proactive and professional. We have more than $38 billion of assets under advisement and serve as financial advisors to more than 100 organizations and retirement plans nationwide.1 We help investment committees, trustees and multigenerational families fulfill their responsibilities with confidence.
UBS Institutional Consulting Group - Northwest has been recognized as industry leaders.
- Barron's Top Institutional Consultant, 2016, 2017, 2018, 2019, 2020
(Trent Sanden and Shawn Hintz ) - PLANADVISER Top 100 Retirement Plan Advisers, 2016, 2017
Retirement Plan Consulting Services
Your road map to a more successful plan
As a plan sponsor, you seek to fulfill your fiduciary obligations and deliver a comprehensive and cost-effective retirement plan to your employees. We are experienced retirement plan consultants who can help you streamline plan administration, attract and retain talent and prepare your employees for a comfortable retirement.
Institutional Consulting
Objective advice to strengthen your organization
As someone with responsibility for a corporate pension fund, corporate reserves, endowments or foundation, you face circumstances that are unique to your organization. Our team has the skill and perspective to align investment strategy with financial obligations, positioning your organization to pursue its mission.
Private Wealth Management
A holistic approach to your family’s wealth
Your family has achieved success and security, but you want to maximize the positive impact of your legacy for this and future generations. We design custom strategies that address all aspects of our ultra high net worth clients’ financial lives, translating their vision into a plan.
Our perspectives
Insights