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UBS Investment Advisory Solutions

Personalized investment advice to help you pursue your financial goals

Today more than ever, when it comes to choosing how to manage your money and investments, every decision is personal. That’s why UBS offers you different ways to work with us. Through our Investment Advisory programs, we give you many choices based on your investment objectives, risk appetite and time horizon. Guided by your Financial Advisor, you’ll receive ongoing, personalized advice along with professional portfolio management solutions that are aligned with your objectives, goals and preferences.

Why choose a UBS Advisory Solution?

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Is a UBS Investment Advisory Solution right for you?

The UBS difference

With our size, scale and access to global resources, UBS offers a comprehensive range of investment choices and portfolio solutions. These can include:

Institutional pricing

Clients can access competitive pricing normally reserved for large institutional clients.

Ultra high net worth opportunities

If you’re looking to diversify with alternative investments, UBS offers an advisory program with up to 100% alternative investments.

Simplified pricing for SMAs

UBS offers various Separately Managed Accounts (SMAs) with no additional investment manager fees through our SMA Advantage program.

Chief Investment Office (CIO) guidance

Our UBS Chief Investment Office sets the firm’s global investment strategy, enabling clients to leverage CIO insights through our advisory programs.

For more information about our investment advisory programs, including fees, client suitability and program features, please refer to the UBS Wrap Fee Form ADV Disclosure Brochure at ubs.com/advisorydisclosures.

UBS Advisory programs provide our clients with a range of opportunities to align their investment strategy with their personal financial goals.
David Giffen, Head of Advisory Solutions
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This is marketing material intended to help you understand services and investments we offer. It should be used solely for the purposes of discussion with your UBS Financial Advisor and your independent consideration. UBS does not intend this to be fiduciary or best interest investment advice or a recommendation that you take a particular course of action. If you would like more details about any of the information provided, or personalized recommendations or advice, please contact your UBS Financial Advisor.

Important Information
This is not an offer to purchase or a solicitation to sell any security. Investors should be aware that alternative investments are speculative, subject to substantial risks (including the risks associated with limited liquidity, the use of leverage, short sales and concentrated investments), may involve complex tax structures, strategies, and may not be appropriate to all investors. Alternative investments may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements and protections as mutual funds, and they may be subject to high fees and expenses, which will reduce profits and returns. Alternative investments are not deposits or obligations of, or guaranteed or endorsed by, any bank or other insured depository institution, and are not federally insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board or any other governmental agency. Prospective investors should understand the risks described in this paper and have the financial ability and willingness to accept them for an extended period of time before making an investment in an alternative investment. Alternative Investments should not constitute an entire investment program.

Conflicts of interest. UBS Financial Services Inc. is in the business of establishing and maintaining investment accounts (including retirement accounts) and we will receive compensation from you in connection with investments that you make, as well as additional compensation from third parties whose investments we distribute. This presents a conflict of interest when we recommend that you move your assets to UBS from another financial institution or employer retirement plan, and also when we make investment recommendations for assets you hold at, or purchase through, UBS. For more information on how we are compensated by clients and third parties, conflicts of interest and investments available at UBS please refer to the “Your relationship with UBS” booklet provided at ubs.com/relationshipwithubs, or ask your UBS Financial Advisor for a copy.

No tax or legal advice.
UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisors regarding your particular situation.

Exp date: 9/30/2025 Code:  3897398