Customized investment strategies for private and institutional clients

The Arthurs Malof Group

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.

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


Collective years of experience

As of 07/10/2024

$3.6 Billion

Assets under management

Our private clients

Our private clients


Our institutional clients


Investment Management

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager