75
Collective years of experience
As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.
Our deep and personal understanding of the responsibilities faced by today’s plan sponsors has been garnering the trust and confidence of our clients since 1992. Through our valued relationships, we’ve provided the information, education and guidance necessary to help our clients’ plan participants prepare for their futures.
For more than 25 years our team has provided Institutional Consulting and Fiduciary Advice to Mid and Large Corporate and Private Equity 401(k) Plans. Our commitment is to combine our collective experience, knowledge and guidance with the global resources of UBS. We pledge to provide proactive advice and fiduciary oversight as a trusted partner in the management of our clients' 401(k) plans.
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Investment Associate
Managing Director–Wealth Management
Senior Vice President–Wealth Management
Investment Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
We specialize in institutional consulting to corporate 401(k) retirement plans and providing institutional advice and carve out solutions to large and mid-size Private Equity firms.
We provide resources to assist plan sponsors in developing and monitoring their 401(k) plans, utilizing a proven model of four core services:
– Investment consulting services
– Fiduciary status
– Plan-level consulting
– Participant engagement
75
Collective years of experience
$5 Billion
Assets under management
Traditional or Roth?
For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.
