Whether you are an investor who is comfortable making your own investment decisions or one who prefers to give discretion to a professional who will invest on your behalf, based on your needs and goals, UBS has a program for you.
Our range of investment services includes Professional Portfolio Management, which is comprised of our mutual fund advisory program (PACE), ACCESS, our separately managed accounts program, and our UBS Portfolio Management Program.
We also provide access to a wide range of investment products that fall under the Traditional (stocks, bonds and mutual funds), Nontraditional (hedge funds, managed futures funds and private equity funds), Insurance and Annuities, and Specialty investment categories (numismatic services).
Our service and products are designed to meet a wide variety of investment objectives including, but not limited to:
- Capital appreciation
- Income generation
- Diversifying portfolio concentration
- Tax minimization1
Whatever your objectives, our process begins with your UBS Financial Advisor taking the time to listen to you to gain a clear understanding of your needs. We call it the Client Experience, and it guides all of our interactions with you.