Foundations Investment Group, a division of UBS Financial Services Inc. in New York, NY, is a team of experienced wealth managers dedicated to guiding foundations and endowments forward. With a deep understanding of the nonprofit world, they offer objective advice and tailored investment strategies to minimize risk while aligning with each organization's vision and mission.
By leveraging the diverse resources of UBS, including Wealth Management, Asset Management, and Private and Investment Banks, Foundations Investment Group provides access to global platforms and the financial and intellectual strengths of UBS experts. Their sophisticated portfolio management approach ensures that investments are precisely tailored to each client's unique goals and risk appetite, while also offering opportunities for sustainable investing to create positive outcomes for both portfolios and the planet.
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