Helping to guide you to a confident future

D'Aiutolo Malcolm & Associates Investment Consulting Group

At the D’Aiutolo Malcolm & Associates Investment Consulting Group, our extensive experience is a key reason for why corporate sponsors of 401(k) defined contribution plans trust us to help guide them through the challenges of today’s changing retirement plan landscape. We are professionals who truly understand the retirement industry and care about the needs of plan sponsors and their participants.

We are passionate about participant education. One of our core principles is to simplify retirement planning for workplace Americans while making financial independence achievable.

Our multidisciplinary team also provides personalized wealth management services to high net worth individuals and their families, with a focus on planning for all of life’s transitions. Whatever your needs, we’ll help you with the financial guidance and resources you need to make confident decisions about your financial future.

A focus on personalized access and service

Retirement plan sponsors
With increasing governance demands placed on fiduciaries, retirement plan sponsors need advice from professionals who can help them navigate the unique challenges they face.

Personal wealth management
Our comprehensive wealth planning addresses the financial goals and needs of affluent individuals and their families, helping them preserve the wealth they’ve earned while navigating life’s transitions.

Aerial view

Managing plan complexity


Employee education


Investment strategy

father son

Managing transitions


Personal, attentive service

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