UBS Institutional Consulting provides comprehensive investment consulting services to institutional clients, such as corporations, retirement plans, Taft-Hartley plans, municipalities, foundations and endowments. Institutional Consulting services include:

• Assistance with development and review of investment policy statements
• Asset allocation analysis and strategies
• Investment manager and mutual fund search and recommendations
• Performance and risk evaluations

Institutional Consultants must satisfy academic and professional requirements before they can provide institutional investment consulting services.

Institutional Consulting services are advisory services. Clients should read the ADV Disclosure Document applicable to UBS Institutional Consulting carefully before entering into a services agreement relationship with UBS Institutional Consulting.

Bryan Mountain has been recognized by On Wall Street as one the Top Forty Advisors Under Forty in 2011 and 2012.