Your organization has many responsibilities—to shareholders, employees and their families. 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.
UBS Institutional Consulting Atlanta has been recognized as industry leaders.
- Barron's Top Institutional Consultants, 2015, 2016, 2017, 2018, 2019
- Ranked #1 on Barron's Top Institutional Consultants 2018, 2019
- Our professional delegations MBA, CIMA, CFP, AWMA, CRPS, FPQP
- Average Tenure of 27 years between 8 consultants