Keeping You Informed

We respect the fact that your life is busy. Yet we know it’s important for you to stay informed.

We offer an array of avenues for you to monitor your wealth plan, hear about our current strategies, and learn about important issues:

One-on-one meetings

  • Regular meetings with your Client Advisor — as often as you see fit
  • Discussions with our senior professionals

Portfolio reporting

  • Monthly and quarterly account reports
  • Quarterly performance reviews
  • Online access to your accounts and statements via UbiumConnect, our secure website
  • Annual summaries of income tax information

Publications

  • Quarterly investment publication
  • Quarterly conference calls
  • Timely bulletins
  • White papers
  • Learn More about our latest perspectives

Events

  • Annual Wealth Management Conferences
  • Workshops — including Next Generation and Women & Wealth
  • Seminars on various wealth management topics

sound good?

Drop us an email with your ideas and insights.