How can you pursue what matters most?

The Inner Circle Podcast

The proof is in our numbers


Collective years of experience

As of 12/31/2023

17 person

seasoned team


Assets under management

Video library

Market & Election Insights

Date.March 20 2024

Moraine Country Club 4075 Southern Blvd Dayton, Ohio 45429

  • John Savercool, Head of Government Affairs US, UBS
  • Jim Shields Senior Vice President Cohen and Steers

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Focus on liquidity management

UBS Chief Investment Office upgrades equities from least preferred to neutral, while keeping bonds as most preferred. They discuss their outlook for September and why investors should manage liquidity as rates peak.


Helping women take charge

Caring for special needs


Backed by the strength of UBS

A global leader in wealth management


for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

$5+ trillion

In invested assets globally 
As of 11/07/2023

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022