Helping to guide you to a confident future

Mountain climbers reaching the summit

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.

D'Aiutolo Malcolm & Associates Investment Consulting Group

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

lobby

Employee education

portfolio

Investment strategy

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Managing transitions

service

Personal, attentive service

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager