UBS leads the way in wealth management
Today’s retirement plan landscape, marked by ongoing change, requires greater focus on fiduciary responsibility and new management challenges for plan sponsors. UBS Institutional Consulting Group takes a collaborative approach to helping you address these challenges. And by working together with UBS, you can chart a path to help you manage plan complexity.
Building on its history of over 150 years, UBS is committed to bringing its
global resources to bear on the portfolios of high net worth individuals to help them pursue their wealth management goals. Today, as the world’s largest wealth manager, UBS is strongly positioned to help its clients address the realities of the global economy and their sophisticated needs. Customized solutions are delivered by dedicated Financial Advisors who are aligned to help give clients confidence in reaching their goals no matter what the environment.
The UBS approach to managing wealth
- Exclusive research: The Global Wealth Management Chief Investment Office (GWM CIO) team combines insights from global research professionals and local expertise to give clients access to our best investment thinking. Informed by a rigorous investment process, GWM CIO’s insights help clients make better investment decisions in a rapidly changing global marketplace.
- Global solutions: UBS’s clients’ complex needs drive the solutions we provide. UBS offers a wide variety of solutions – whether from inside or outside of UBS – across a full range of products and platforms.
- Top-ranked Financial Advisors: To help clients pursue their ultimate goals, our Financial Advisors provide comprehensive
strategies and solutions based on an understanding of clients’ objectives and risk tolerance, and the financial plans they create together.
Advice for the life you lead
Advice that’s all about you and what you need is what UBS does best. It starts with a plan that we develop together—as part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It’s what we call: Advice. Beyond investing.
See what’s possible.
UBS is on the front lines of the new retirement, and they stand ready to help you and your participants meet the challenges of today’s world. Planning is a discovery. It’s an ongoing conversation. And it’s an exploration of the possibilities your financial resources offer you, your family and your legacy. Contact UBS today!
FOR FURTHER INFORMATION
Please contact the financial advisor for the Arizona Technology Council 401(k) Multiple Employer plan below:
Michael DiGrazia, CIMA®, CFP®
UBS Institutional Consulting Group
UBS Financial Services, Inc.
2555 E Camelback Rd | Suite 600 | Phoenix, AZ 85016
602.957.5133 | [email protected]