Juan Donabedian

UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.

Provides accounting services

Functions as a College/University

Provides investment advice

FWA primarily employs both fundamental and technical analysis methods in developing investment strategies for their clients. The firm generally employs a long-term investment strategy for their clients, as consistent with their financial goals. To be able to rebalance a portfolio or meet the cash needs of clients, FWA will typically hold all or a portion of a security for more than a year, but may hold for shorter periods. The firm may also buy and sell positions that are more short-term in nature, at times, depending on the goals of the client and/or the fundamentals of the security, sector or asset class.