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Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Achieving your organization’s mission is your priority. We’re here to help you maximize the rewards and minimize the challenges. We look at each aspect of your organization and will work with you on reviewing everything from your philanthropic mission and decision-making process to your investment philosophy and financial goals.

What is the best way to pass on my wealth—and my values—to my children? How do I educate my children about financial responsibility? These are just a few of the many questions we can help answer. Our team has the knowledge and experience to help you build a comprehensive plan for transitioning assets to future generations.