This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Ubs Global Asset Management
- Financial Services
- Dallas, TX
About this business
Location details
100 Crescent Ct #400, Dallas, TX, 75201, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I entrusted a significant portion of my assets to the UBS Rob Bertino Group with clear objectives of capital preservation and diversified growth. Despite this, approximately 9% of my portfolio was placed into a single, one off alternative investment. That investment has since resulted in a total loss of principal. This concentration risk was inconsistent with my stated goals and basic diversification principles. I was never advised that this was an appropriate risk profile for funds intended for preservation. Since moving my... read more
They do fine until they make a mistake which cost you s lot of $! Then they are gone !
Brilliant advisors who care genuinely about their clients. Recommended with highest praise!
Fantastic people who truly care about their clients and have a wealth of knowledge and experience. Parking can be a bit tricky but it is plentiful and underground.
Frequently asked questions about Ubs Global Asset Management
How is Ubs Global Asset Management rated?
Ubs Global Asset Management has a 3 star rating with 4 reviews.
When is Ubs Global Asset Management open?
Ubs Global Asset Management is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com