Experienced, responsive guidance for your future

One-on-one services that put you at the center

In our view, a single meaningful relationship is more valuable than a dozen casual acquaintances. That’s why we put so much time and effort into the service we provide to each of our clients. The better we know and trust each other, the more we can get done together. Relationships drive everything.

Staying connected
Our role as your wealth manager is about more than watching your holdings. It’s about whether you feel comfortable talking to your children about finances. Or how confident you are about your plan to travel after you retire. It’s about the passions that drive you and the concerns that keep you up at night.

We want to help. And that begins by listening. Many of the calls we take from our clients aren’t about finances at all. Sometimes, connecting is simply about catching up.

Involving your family
We believe that family financial decisions should always be made bilaterally. Your spouse or partner will always be included in important meetings. If one of you can’t make it, we’re happy to reschedule at your convenience. It’s that important.

We’re also happy to talk to your children about your financial plan and offer education and advice for making wise financial decisions.

Connecting with your team
Our team makes it a point to align with your other advisors—attorneys, CPAs, etc.—to ensure we’re all moving in the same direction, together.

Investing that starts with your goals

Our approach to investing begins by identifying your personal objectives. We then build a portfolio around those goals. As senior portfolio managers in the UBS Portfolio Management Program, we offer years of experience in evaluating investment strategies and providing recommendations that balance performance and risk tolerance.

As a Portfolio Management Program client, we will provide you with:

• An investment strategy to help you pursue your financial goals at a comfortable level of risk
• A disciplined approach to portfolio construction
• Ongoing monitoring and management of your portfolio to help ensure that it keeps up with changes in your personal situation and the financial markets

Multigenerational planning for what counts most

We believe in the big picture. It’s how we build your plan—listening to your goals, taking a deep dive into your finances and developing a “map” that helps point you and your family in the direction you want to go.

Whether you’re concerned with multigenerational wealth transfer, wondering about how much money you need to save for retirement, needing help choosing financing options for your home or car—or have any other questions that keep you up at night—we can help.

A plan for your whole life
We look beyond your investments to offer strategies that address your entire financial life. Through our planning process and UBS’s Financial Goal Analysis (FGA) tool, we can work with you to create your personal financial road map for the future.

Multigenerational wealth
What kind of legacy will you leave? Our planning process helps you set up a plan securing the next generation and can connect you to the philanthropic causes you care about.

• Wealth transfer strategies
• Asset and estate planning
• Philanthropic and legacy planning

Retirement planning
How do you picture your life after you stop working? Our team can assist you with untangling your 401(k) and pension plans so you can feel confident and secure during your retirement years.

• Retirement income planning
• Individual retirement accounts (IRAs)
• Company retirement plans
  (SEP IRAs, 401(k)s, defined benefit plans, etc.)
• Small business pension plans

Lending solutions
Will you have access to funding when you need it? We can help you meet your financing needs with a range of low-interest rate options.

• Residential mortgages
• Securities-backed lending

Cash management
Concerned about keeping your finances straight? We’ll offer ways to simplify the day-to-day management of your money.

• Account management
• Bill payment services
• UBS credit card programs

_{The FGA report is based on various assumptions including financial information, personal preferences and other information provided by the client. The report details the assumptions upon which the plan is based. Important: The projections and other information generated by FGA regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.}

Thoughtful guidance for you and your employees

Titan Partners has decades of experience helping institutional clients with corporate cash management, corporate benefits and equity plan programs. We offer highly personalized service backed by deep investment expertise to define your goals, manage complexity and invest wisely.

Market perspective when you need it most
Our team evaluates the changing investment landscape and finds the most appropriate portfolio manager to find opportunities for each client in a way that aligns with your risk parameters and overall goals.

Resources to help make your plan stronger
We help you weigh critical fiduciary decisions as you help your employees manage their well-earned retirement assets. Our guidance includes:

• 401(k) plans
• Corporate retirement plans
• Defined benefit plans
• Defined contribution plans
• Profit-sharing plans
• Nonqualified deferred compensation plans
• Employee stock ownership plans (ESOP)

Collaboration that leads to new opportunities
Whether you need help with a valuation from an industry expert, an introduction to a strategic buyer or representation in an outright sale, we have access to the right people within the UBS Investment Bank who can inform your thinking and decision-making in the following areas:

• Mergers and Acquisitions
• Private equity fundraising
• Equity capital markets
• IPOs
• Follow-ons
• Block trades
• Share repurchases
• Derivatives
• Employee stock option services
• Restricted securities execution
• 10b5-1 plans
• Corporate cash management
• SBA loans

Planning for retirement begins with education
The better your employees understand their retirement plan benefits, the more confident they can be about the planning decisions you make. Our team offers a range of educational materials and easy-to-understand seminars on both investment basics and the benefits of saving through their plans.