Resourceful investing. Trusted guidance.

Our highly credentialed and experienced team works together to provide you, your business and your family with a holistic strategy that integrates all areas of your life. Our approach is disciplined, structured and thoughtful.

Portfolio management
We build customized portfolios based on each client’s specific objectives and manage them on a discretionary basis as UBS Portfolio Management Program portfolio managers, taking into account your specific risk tolerance and time horizon.

Investing solutions
Our direct access to the full suite of products and services that UBS has to offer helps us structure well-diversified, best-in-class investment solutions designed to create a dynamic balance between stability and growth. In times of market uncertainty, our focus is always on protecting your assets.

For company owners
Many of our clients are business owners seeking to sell their businesses. We’ll advise you ahead of such liquidity events in order to help you craft a prudent, sustainable investment plan that best meets your family’s needs. There’s a learning curve to stepping away from managing a company to managing your family’s wealth, and our experience can inform you through every step of this important transition. We can also offer Lines of Credit and Standby Letters of Credit for owners wishing to provide liquidity for their businesses using their personal assets.

Generation to generation
We know how hard you’ve worked and saved for your family and for the next generation. We’ll assist you on estate and wealth transfer strategies that help meet the needs of your children and grandchildren, especially in regard to your heirs living in the US.