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Wealth Management US

In today’s fast-paced world, few people have the necessary time or resources dedicated to managing their investments. As a Financial Advisor, I can help. I take the time to understand your needs and goals so that together we can develop an in-depth financial plan. I’ll advise you on changing market conditions, and from time to time will suggest a periodic review to re-evaluate your investment goals and strategies.
Ari Baum
Ari Baum
Vice President - Investments
1251 Avenue Of The Americas
2nd Floor
New York, NY 10020
212-626-8533
877-514-2065 ext. 8533
212-626-8807 fax
ari.baum@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS reports third-quarter profit of CHF 296 million
UBS further materially de-risks balance sheet through transaction with Swiss National Bank

My Perspective
The Making of UBS making_of_ubs.pdf (1141kb)
Corporate Profile CorporateProfile.pdf
Wise Choices Quarterly Newsletter wise_choices.pdf (90kb)
Best Practices for Private Foundation Success BestPracticesforPrivateFoundationSuccess.pdf (68kb)
Tax-Management Techniques for Wealth Preservation TaxMgmtTechniquesforWealthPreservation.pdf (574kb)
Taking Advantage of the "NUA" Strategy NUA_Circular.pdf (45kb)
Individual Investor Profile ind_investorprofile.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: Separating the wheat from the chaff  (154kb)
Perspective on market events

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Market Update
DJIA 7956.98
NASDAQ 1387.77
S&P 500 793.76
30yr Tsy 3.77
Market Info
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