Your goals. Your objectives. Our experience.

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Whether you oversee a 401(k) plan that needs to fund successful retirements, an endowment that must meet obligations for decades to come or your own family’s legacy, you need a serious approach to the task at hand. We connect money with its purpose, designing customized strategies for complex financial needs.

Since 1984, we have worked with companies, institutions and ultra high net worth families to understand and address their complex goals. They know us to be knowledgeable, proactive and professional. We have more than $38 billion of assets under advisement and serve as financial advisors to more than 100 organizations and retirement plans nationwide.1 We help investment committees, trustees and multigenerational families fulfill their responsibilities with confidence.

1 As of 12/31/2019.

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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.

  • Shawn M. Hintz

    Shawn Hintz, CIMA

    Managing Director–Investments

    Financial Advisor

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    • AK
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    • DC
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    Shawn M. Hintz, CIMA® is a Managing Director - Investments and a Senior Institutional Consultant with the Institutional Consulting Group - Northwest in Seattle, WA.  Shawn has over 20 years of experiences with investment policy development, asset allocation studies, manager searches and evaluations and ongoing manager performance monitoring. Shawn graduated from Washington State University with a Bachelor of Arts in Business Economics. 

    • Barron's Top 100 Institutional Consultants, 2021, 2022
    • Barron's Top 50 Institutional Consultants, 2018, 2019, 2020
    • PLANADVISER Top 100 Retirement Plan Advisers, 2016, 2017
    • REP. magazine and WealthManagement.com's Top 100 Wirehouse Advisors, 2015
        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
      • Trent V. Sanden

        Trent V. Sanden, CIMA®

        Managing Director–Investments

        Financial Advisor

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        • PR
        • RI
        • SC
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        • TN
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        • UT
        • VA
        • VT
        • WA
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        • WV
        • WY

        Trent V. Sanden, CIMA® is a Managing Director - Investments and a Senior Institutional Consultant with the Institutional Consulting Group - Northwest in Seattle, WA.  Trent joined UBS Financial Services Inc. as a Financial Advisor in March 1997.  He graduated from Northwestern University with a Bachelor of Science Degree in Speech/Sociology. Trent serves on the UBS Institutional Consulting National Advisory Council, the UBS Institutional Consulting Defined Contribution Sub-Committee and the UBS DC Advisory Steering Committee and other industry National Advisory Boards and speaks frequently at various industry conferences.

        • Barron's Top 100 Institutional Consultants, 2021, 2022
        • Barron's Top 50 Institutional Consultants, 2018, 2019, 2020
        • Financial Times 401 Top Retirement Advisors, 2015, 2016
            925 Fourth Avenue
            31st and 32nd Floors
            Seattle, WA 98104
          • Ruth E. Maroun

            Ruth Maroun

            Senior Wealth Strategy Associate

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            Ruth E. Maroun, is a Senior Wealth Strategy Associate with the UBS Institutional Consulting Group- Northwest in Seattle. Ruth joined UBS in 2005. She has over 15 years of experience in the financial services industry. Ruth earned her bachelor’s degree from Illinois State University, Magna Cum Laude, with a double major in Economics and Psychology. She earned her M.A. Degree in Industrial/Organizational Psychology from George Mason University in Northern Virginia.

                  925 Fourth Avenue
                  31st and 32nd Floors
                  Seattle, WA 98104
                • Jeremy W. Yanasak

                  Jeremy Yanasak, CIMA

                  Senior Wealth Strategy Associate

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                  Jeremy W. Yanasak, is a Senior Wealth Strategy Associate with the Institutional Consulting Group- Northwest in Seattle, WA.  Jeremy joined UBS Financial Services Inc. in 1998. He focuses on manager due diligence and leads our group's internal research efforts.  Jeremy earned his Associate of Arts & Sciences degree from Pierce College and a Bachelor of Science degree from the University of Phoenix.

                        925 Fourth Avenue
                        31st and 32nd Floors
                        Seattle, WA 98104
                      • Leah M. Tribe

                        Leah Tribe, CRPS

                        Senior Wealth Strategy Associate

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                        • IA
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                        • VA
                        • WA
                              925 Fourth Avenue
                              31st and 32nd Floors
                              Seattle, WA 98104
                            • Brian R. Drumhiller

                              Brian R. Drumhiller, CFA, CFP

                              Account Vice President

                              Financial Advisor

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                              • WA

                              Brian R. Drumhiller, CFA, CFP®, is a Financial Advisor with the UBS Institutional Consulting Group – Northwest in Seattle, WA.  Brian joined UBS in 2013.  He focuses on manager due diligence and asset allocation studies.  Brian earned a BA in Finance from Washington State University and an MBA from the University of Washington's Foster School of Business. 

                               

                                    925 Fourth Avenue
                                    31st and 32nd Floors
                                    Seattle, WA 98104
                                  Multigenerational planning

                                  Multigenerational planning

                                  Institutional consulting

                                  Institutional consulting

                                  Retirement plan sponsors

                                  Retirement plan sponsors

                                  Are you ready for anything?

                                  A Liquidity strategy can help.

                                  In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                                  Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $3.3 trillion

                                  In invested assets globally 
                                  As of 12/31/2021

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