Investment Advisory Programs

Trusting investment decisions to professionals who put your interests first.

UBS Financial Advisors are committed to learning about your unique financial goals and developing tailored investment strategies to help you address them. 

UBS offers a variety of investment advisory programs—including both non-discretionary and discretionary offerings—to help you pursue your financial objectives.

By incorporating a UBS advisory program in your investment portfolio, you can enjoy:*

  • Personalized advice and guidance from a UBS Financial Advisor
  • Custom asset allocation and financial consulting
  • Asset management expertise from  well-known institutional investment management firms
  • Periodic monitoring of advisory account to ensure it remains aligned with your investment preferences

UBS Strategic Wealth Portfolio

UBS Strategic Wealth Portfolio is a non-discretionary, unified advisory account, offering the ability to combine separately managed accounts, mutual funds and exchange traded funds in a single account.

Portfolio Management Program

A UBS Financial Advisor acts as your personal portfolio manager, with discretion to buy and sell the securities in your advisory account.

Separately Managed Accounts

UBS ACCESSSM and Managed Accounts Consulting are advisory programs in which affiliated and non-affiliated investment advisors manage client accounts on a discretionary basis.

UBS Strategic Advisor

UBS Strategic Advisor is a non-discretionary, advisory program designed to provide you with ongoing advice, guidance and flexibility.

Mutual Fund Advisory Program

UBS PACESM (Personalized Asset Consulting and Evaluation) – A UBS Financial Advisor works with you to provide an asset allocation based on your investment objectives and risk tolerance, and then helps you evaluate and select mutual funds for your portfolio.

Advisor Allocation Program

The UBS Advisor Allocation Program (AAP) is a discretionary, advisory program in which your Financial Advisor sets a target allocation and selects from mutual funds, exchange traded funds and separately managed account strategies managed by affiliated and non-affiliated investment managers.

Consolidated Advisory Program

A UBS-CAP portfolio provides the simplicity of consolidation and creates a single approach to all your advisory investments, where you can bring together a variety of your related entities as long as they share the same risk profile and investment objectives. 

Consolidated Advisory Program-Select

UBS CAP-Select is an advice-only, advisory program designed to provide investment solutions through a 100% diversified alternative investment portfolio.

UBS Advice Portfolio

UBS Advice Portfolio is a digitally delivered multi-asset discretionary solution based on strategic asset allocation from the Global Wealth Management Chief Investment Office. The offering combines professional portfolio management by UBS, including automated rebalancing and tax-loss harvesting, with ongoing support from a UBS Financial Advisor.

To determine which program suits your individual needs, connect with your UBS Financial Advisor or find a UBS Financial Advisor. For more information about our investment advisory programs, including fees, client suitability and program features, please refer to the UBS’s Form ADV Disclosure Brochure. For information about these other investment advisory programs, please see the Disclosure Brochures at

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