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A Common Vision for a Singular Focus—You and Your Business
As one of the world’s leading wealth managers, UBS is powerfully positioned to address the new realities of an uncertain financial landscape. Our focus, leadership and resources, delivered by dedicated and passionate professionals, are uniquely aligned to instill the trust and confidence that investors are seeking. Today, few other firms rival our 150-year tradition of providing exceptional wealth management. Our comprehensive yet customized approach to financial planning and industry-leading research are designed to meet the needs of our individual investors.

The Unique UBS Approach to Managing Wealth

  • Research and education: UBS Wealth Management Research provides objective research and    analysis to facilitate confident investment decisions
  • Objective advice: Our open architecture platform offers a wide choice of both proprietary and nonproprietary products
  • A boutique approach to wealth management: Our wealth managers are not financial generalists, but rather have expertise in the field of wealth management. Strategies and solutions are customized, one client at a time

SPECIAL OFFERS EXCLUSIVELY FOR MEMBERS

 Strategies Tailored to Your Small Business

  • Help with Cash Management
  • Checking
  • Electronic Bill Payment
  • Online Account Management 

 Retirement Plans

  • 401(k) & IRA 
  • Pension & Profit-sharing Plans 
  • Deferred Compensation Plans

 Wide range of investment choices
UBS PACE Multi Advisor—a personalized advisory program
APPA members in UBS PACE Multi Advisor will pay a maximum fee of 1.125% (25% discount from standard client fee).

 Tools to assist you in equity management
UBS Strategic Advisor—advice, choice, flexibility and personalized services for one annual asset based fee.
APPA members in UBS Strategic Advisor receive a minimum discount of 25%.  

 Smart and simple lending solutions

  • Securities Backed Credit Line
  • Home Equity Loans 
  • Mortgages

Financial planning is designed to address long-term goals as you strive to accumulate, preserve and transfer your wealth. We offer personalized complimentary financial plans created for APPA members (a value of up to $5000).

Get a better mortgage rate with the UBS Mortgage Premier Pricing.  Click here for more information.

Articles from UBS


THE MURPHY WEALTH MANAGEMENT GROUP at UBS Financial Services Inc. offers access to the firm's unparalleled range of investment products and services.

For more information, email David Murphy at david.p.murphy@ubs.com or call directly at 212-626-8895.

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UBS Financial Services

 

 

A Common Vision for a Singular Focus—You and Your Business
As one of the world’s leading wealth managers, UBS is powerfully positioned to address the new realities of an uncertain financial landscape. Our focus, leadership and resources, delivered by dedicated and passionate professionals, are uniquely aligned to instill the trust and confidence that investors are seeking. Today, few other firms rival our 150-year tradition of providing exceptional wealth management. Our comprehensive yet customized approach to financial planning and industry-leading research are designed to meet the needs of our individual investors.

The Unique UBS Approach to Managing Wealth

  • Research and education: UBS Wealth Management Research provides objective research and    analysis to facilitate confident investment decisions
  • Objective advice: Our open architecture platform offers a wide choice of both proprietary and nonproprietary products
  • A boutique approach to wealth management: Our wealth managers are not financial generalists, but rather have expertise in the field of wealth management. Strategies and solutions are customized, one client at a time

SPECIAL OFFERS EXCLUSIVELY FOR MEMBERS

 Strategies Tailored to Your Small Business

  • Help with Cash Management
  • Checking
  • Electronic Bill Payment
  • Online Account Management 

 Retirement Plans

  • 401(k) & IRA 
  • Pension & Profit-sharing Plans 
  • Deferred Compensation Plans

 Wide range of investment choices
UBS PACE Multi Advisor—a personalized advisory program
APPA members in UBS PACE Multi Advisor will pay a maximum fee of 1.125% (25% discount from standard client fee).

 Tools to assist you in equity management
UBS Strategic Advisor—advice, choice, flexibility and personalized services for one annual asset based fee.
APPA members in UBS Strategic Advisor receive a minimum discount of 25%.  

 Smart and simple lending solutions

  • Securities Backed Credit Line
  • Home Equity Loans 
  • Mortgages

Financial planning is designed to address long-term goals as you strive to accumulate, preserve and transfer your wealth. We offer personalized complimentary financial plans created for APPA members (a value of up to $5000).

Get a better mortgage rate with the UBS Mortgage Premier Pricing.  Click here for more information.

Articles from UBS


THE MURPHY WEALTH MANAGEMENT GROUP at UBS Financial Services Inc. offers access to the firm's unparalleled range of investment products and services.

For more information, email David Murphy at david.p.murphy@ubs.com or call directly at 212-626-8895.