The Davit & Miller Group ~ An Introduction

The Davit & Miller Group UBS Wealth Management

Neither UBS Financial Services Inc., nor its employees provide legal or tax advice. You must consult with tax and/or legal advisors regarding your personal circumstances . ©2010 UBS Financial Services Inc. All Rights Reserved. Members SIPC. www.ubs.com/financialservicesinc 080613-1351 UBS Financial Services Inc. is a subsidiary of UBS AG. The Davit & Miller Group In close collaboration with you, our goal is to help you gain the financial freedom and flexibility to live the lifestyle you have worked so hard to achieve—now and in the future. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Neither UBS Financial Services Inc., nor its employees provide legal or tax advice. You must consult with tax and/or legal advisors regarding your personal circumstances . ©2010 UBS Financial Services Inc. All Rights Reserved. Members SIPC. www.ubs.com/financialservicesinc 080613-1351 UBS Financial Services Inc. is a subsidiary of UBS AG. Holli A. La Fever Client Service Associate ,[object Object],[object Object],[object Object],[object Object]

Neither UBS Financial Services Inc., nor its employees provide legal or tax advice. You must consult with tax and/or legal advisors regarding your personal circumstances . ©2010 UBS Financial Services Inc. All Rights Reserved. Members SIPC. www.ubs.com/financialservicesinc 080613-1351 UBS Financial Services Inc. is a subsidiary of UBS AG. Our mission We strive to provide quality service, put our clients' needs first and view each client relationship as a long-term commitment. Our Mission is to help our clients optimize opportunities in the pursuit of their financial goals. Our relationships with our clients are built on a foundation of trust earned by providing quality service, timely advice and proactive portfolio oversight. We are honored that our clients’ high levels of satisfaction have resulted in substantial growth for the Group through referrals of friends and family.

Neither UBS Financial Services Inc., nor its employees provide legal or tax advice. You must consult with tax and/or legal advisors regarding your personal circumstances . ©2010 UBS Financial Services Inc. All Rights Reserved. Members SIPC. www.ubs.com/financialservicesinc 080613-1351 UBS Financial Services Inc. is a subsidiary of UBS AG. Our commitment to clients ,[object Object],[object Object],[object Object],[object Object],[object Object]

Neither UBS Financial Services Inc., nor its employees provide legal or tax advice. You must consult with tax and/or legal advisors regarding your personal circumstances . ©2010 UBS Financial Services Inc. All Rights Reserved. Members SIPC. www.ubs.com/financialservicesinc 080613-1351 UBS Financial Services Inc. is a subsidiary of UBS AG. Client scenarios ,[object Object],[object Object],[object Object],[object Object],With a combination of experience and knowledge, we provide clients with suitable investment advice and personalized service. Retiring Executives ,[object Object],[object Object],[object Object]

Wealth management is our core business ,[object Object],[object Object],[object Object],UBS AG Second quarter 2010 results show private clients have entrusted WMA with more than $644 billion in invested assets, (an increase of $4 billion over 1Q10), while international Wealth Management & Swiss Bank clients have committed $849 billion in invested assets—a reflection of their ongoing confidence in the guidance of their UBS Financial Advisors and the products and services we provide. Raised capital ratio Lowered risk exposure Reduced expenses BIS Tier capital ratio climbed to 16.4% from 16% last quarter. Risk framework robust in these market conditions. Cost and head count reductions set for year-end 2010 were largely achieved in 2009. FINMA leverage ratio unchanged at 4.1%. Total risk weighted assets were reduced by $3.7 billion. Group cost/income ratio of 71.2%; underlying cost base stable.

A global leader focused on you With UBS, you benefit from the resources of a global firm focused on you and your goals UBS Global Financial Strength Wealth Management Focus History/ Perspective ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

A comprehensive approach In working closely with you to fully understand your particular situation, we can provide access to the extensive global resources of one of the world’s leading financial firms. This gives you the benefit of a wide variety of products and services targeted specifically to your unique needs and goals. As a firm providing wealth management services, we offer both investment advisory programs and brokerage accounts. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information, please visit our website at www.ubs.com/workingwithus Neither UBS Financial Services Inc. nor its employees provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation. ©2010 UBS Financial Services Inc. All Rights Reserved. Member SIPC. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Collaboration Teamwork Facilitation Integration ,[object Object],[object Object],[object Object],[object Object]

The Davit & Miller Group ~ An Introduction

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