Financial planning and beyond

Hello, I’m Neil Short, the Senior Portfolio Manager for Short Sharpe Wealth Management, at UBS Financial Services, located in Austin, Texas. My team and I are in the business of ensuring that our clients are properly positioned to achieve their financial goals throughout their lives. We accomplish this by aligning the wealth management services of our firm with a personalized financial plan for each one of our clients, tailored to fit their individual needs.

We are fortunate to work with a diverse group of clients, representing many professions and stages of life. While we can find solutions for the financial needs of most investors, our particular focus is on helping business owners and executives, their families, and their companies. We accomplish this through three distinct focuses:

• Comprehensive Financial Planning: Through our evaluation process, we develop an understanding of not only each client’s financial goals, but who they are as people.  This helps us develop a strategy to meet their short-term and long-term objectives, and in turn helps them sleep at night through any number of changing market conditions.
  
  
• Expert Portfolio Management: I personally monitor each client’s portfolio, and adjust their asset allocation as needed based on forward-looking market projections. I utilize the intellectual capital of UBS, combined with my own extensive experience managing my clients’ accounts. Most importantly, performance is measured by the parameters set by each client, not just by a specific index.
  
  
• Dedicated Service: Open communication with our clients is at the forefront of our relationships. We conduct regular reviews, and partner with each client’s respective tax and legal advisors. Our clients depend on us for recommendations that go beyond investment management, including estate planning, insurance analysis, lending, and more.