Customized investment strategies for private and institutional clients

Our team’s personalized approach provides goals-oriented, multigenerational wealth management for high net worth families and comprehensive institutional consulting for endowments, foundations and not-for-profits.

Whether we’re advising a pension fund or an individual investor, we work closely with you to create a fully integrated plan. Although each member of our deep and integrated team has a clearly defined role and a specific set of skills, we work together, driven by our core values:

You come first at every step in the relationship.
You expect excellence and an exceptional client experience.
You demand accountability from our team and our global network.

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Our wealth management approach is dedicated to helping our clients get the guidance and knowledge they need to accomplish their goals. It all starts with a plan.
- Glenn Arthurs

303

Collective years of experience

As of 04/01/2024

$3.5 Billion

Assets under management

Our private clients

Planning focused on your priorities at every stage of life

Our approach is holistic: We listen and gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan.

We’re committed to each generation of your family, providing comprehensive wealth management and personalized investment guidance. We’ll work closely with you to meet the challenges you face at each stage of life.

Constructing your financial plan
Retirement income planning
Estate planning coordination
Safeguarding multigenerational wealth
Integrated executive wealth planning

Our institutional clients

Helping your organization reach its goals

Endowments, foundations and not-for-profits come to us with a range of financial challenges. We take the time to fully understand your organization’s unique financial situation and deliver a plan that fits its specific needs.

We have more than three decades of experience providing insight and advice to investment committees and trustees for a variety of organizations.

Comprehensive investment solutions
Retirement and incentive plan expertise
Fiduciary responsibility

Investment Management

Prepared for opportunity, protected in times of volatility

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.

Customized portfolio management
Risk management and asset allocation
Open access
Research and analysis
UBS, a global leader

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.