$5+ trillion
In invested assets globally
As of 11/07/2023
As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.
High Desert Institutional Consulting is dedicated to institutional consulting and includes a team of advisors with over 50 years of experience in financial services, banking and investment consulting. We focus on providing investment strategies customized to best meet each client's particular situation and needs-regardless of complexity. Our team has built a successful practice by focusing on delivering strategies to corporate defined benefit and defined contribution plans, Taft Hartley plans, endowments and foundations, tribal groups, as well as high net worth individuals.
$5+ trillion
In invested assets globally
As of 11/07/2023
Global leader
UBS is a world-leading wealth manager
51 countries
Our global footprint