Pursuing your goals together
With close to $3 billion in assets under management, our team provides comprehensive and customized investment portfolio solutions. We combine UBS-proprietary and nonproprietary actively managed portfolios to provide diversification across asset classes and geographies. When appropriate, we incorporate alternative asset classes. We also have a comprehensive suite of lending solutions to support clients’ complex investment, personal liquidity or leverage needs.
Our consultative approach helps us understand what you’d like your wealth to accomplish and how we can help you get there. We will:
Focus on your needs
Together we find out what’s important to you today, and your priorities for the future.
Develop your personal investment strategy
Our recommendation aligns your current situation with your short- and long-term goals.
Create your plan
Your flexible, long-term plan can be adjusted as your circumstances or objectives evolve over time.
Our team is committed to helping you develop a giving solution that reflects your passions and your values. In fact, we have found that families with well-defined philanthropic efforts often build stronger bonds and, in some cases, greater philanthropic participation across generations.
For select clients, we can offer our expansive global initiative, the UBS Optimus Foundation. The Foundation supports programs in the areas of health, education, child protection and the environment.