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$6 trn
UBS Group invested assets
As of 12/31/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
First Vice President–Wealth Management
Financial Advisor
My financial planning practice is grounded in the behavioral attitudes my clients have towards financial markets. The now famous Dalbar Study demonstrated that most investors, due to poor investment behavior, under perform the broader market by vast amounts. In addition to helping create long-term investment solutions for my clients, one of my primary functions as an advisor is to educate my clients on the principles of behavioral finance, helping them stay the course through difficult and challenging times.
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.
First Vice President–Wealth Management
Financial Advisor
My financial planning practice is grounded in the behavioral attitudes my clients have towards financial markets. The now famous Dalbar Study demonstrated that most investors, due to poor investment behavior, under perform the broader market by vast amounts. In addition to helping create long-term investment solutions for my clients, one of my primary functions as an advisor is to educate my clients on the principles of behavioral finance, helping them stay the course through difficult and challenging times.
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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