General Info

UBS Financial Services Inc. is a provider of wealth management, investment banking and asset management solutions to individual, corporate and institutional clients in North America. Based in Worcester, Mass., the company offers institutional consulting services. It renders a range of investment services, including professional portfolio management, tax minimization and fund advisory programs. UBS Financial Services Inc. provides traditional investment products, such as stocks, bonds and mutual funds. It also offers numerous non-traditional investment products, including hedge funds, managed futures funds, private equity funds, insurance and annuities and numismatic services.