The Kocher Group
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A legacy for generations

Kocher-Group

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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