Foundations Investment Group - UBS Financial Services Inc.

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1285 Avenue of the Americas
New York, NY 10019

Foundations Investment Group at UBS Financial Services Inc. specializes in guiding endowments and foundations through the complexities of investment management. With a team of experienced practitioners, they offer tailored investment strategies that align with their clients' missions and goals while minimizing risk.

As a trusted fiduciary partner, the group provides comprehensive services including the development of Investment Policy Statements, strategic asset allocation studies, and investment performance reporting. Their approach emphasizes real-time strategy implementation, ensuring that nonprofit organizations and foundations remain agile in dynamic investment markets.

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