Guiding endowments and foundations forward

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As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Raymond Schmidtke

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • FL
    • GA
    • HI
    • ID
    • MT
    • NE
    • NY
    • OR
    • SC
    • TX
    • VA
    • WA
    Raymond C. Schmidtke Jr. has over 30 years of experience working in the capital markets. Ray graduated from the University of Washington in 1983 with a Bachelors degree in Economics. He attended the Executive MBA program at Pacific Lutheran University before joining Smith Barney in May of 1983. His work with Corporate Clients included Cash Management and participating in Smith Barney’s Middle Markets Group and Citigroup Global Markets Inc. As First Vice President - Investments he earned the designation as Retirement Plan Consultant with the firm.  In August of 2010, Ray joined UBS Financial Services, Inc. His work has continued as Senior Vice President – Wealth Management. He has earned a designation as Portfolio Manager within the UBS Portfolio Management Program. In 2014, he began working with Colin Simon to establish The Rainier Consulting Group which specializes in retirement plan consulting.

      • University of Washington, Bachelors in Economics
      • Retirement Plan Consultant
      1145 Broadway Plaza
      14th Floor
      Tacoma, WA 98402

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    Managing wealth is our craft

    We’re committed to understanding what wealth means for you.

    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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