Insight, perspective and confidence

Not-for-profit organizations can have a number of financial challenges. We are collaborative problem-solvers who take the time to fully understand your unique financial situation, and we have the experience and dedication to customize the right solution for your organization. 

Our team follows a thorough discovery process that helps us design the right program for your needs. By accessing the depth of UBS’s global resources, intellectual capital and open-architecture mix of independent managers and funds, we bring the best insights, practices and ideas to our clients. 

Our institutional services include:

• Asset allocation review
• Investment policy development and review
• Investment manager and fund evaluation
• Ongoing consulting and performance

The benefits of working with out team: 

• Customized advisory services for assets at UBS or held away
• Attentive service from experienced senior professionals
• Objective investment advice not contingent on UBS managers and funds
• Open-architecture platform that supports unbiased recommendations 
• Transparency of all fees and services

In an ever-changing retirement landscape, how do you manage the growing complexity of your plan and increased governance over fees and investments, while still supporting the needs and goals of your participants? 

With our deep resources, fiduciary experience and insight into the retirement plan industry, our team can work with you to address the unique objectives of your plan and guide you through a process to help make your plan stronger and your employees more confident about retirement. 

Through UBS’ Retirement Plan Consulting Services program we’ll create a customized solution to help you manage plan complexity and provide the advice in four critical areas: 

• Fiduciary oversight
• Plan design
• Investment review
• Plan fee analysis and benchmarking

Our institutional relationships give us invaluable perspective into the complex wealth advisory and planning challenges private clients and their families face today. 

There is no shortage of information in the investment world today. Private clients engage us because they lack the resources, the time, the expertise and/or the desire to confidently navigate the markets alone. They seek more than information—they seek the guidance of a trusted and reliable advisor. 

Many of our clients who initially come to us for our institutional insight also trust our knowledge and our planning process for helping them meet their personal wealth management goals. 

Our comprehensive approach is personalized and transparent: 

• Manage expectations with full disclosure of services and fees
• Assess both sides of your balance sheet
• Explore your goals, preferences and risk tolerance
• Recommend and provide a customized investment proposal
• Coordinate with our Advanced Planning specialists to review estate plans
• Consult with UBS lending specialists, when needed, to address appropriate debt solutions—from mortgages to securities backed lending