CHAMPS & UBS Investment Consulting
The CHAMPS Investment Program utilizes a pooled trust that allows access to high quality, world-class managers at a reduced fee. Customers in the CHAMPS Investment Program pay less than 1% in fees.
In collaboration with UBS, CHAMPS Institutional Consultants understand the issues facing institutions and are committed to finding customized solutions that address your objectives and goals.
CHAMPS and UBS Institutional Consulting concentrates on the four primary investment management needs of institutional investors:
- Investment Policy Planning Assistance
- Asset Allocation Modeling
- Manager Search, Identification and Recommendation
- Ongoing Consulting and Performance Measurement
CHAMPS and UBS help you evaluate the total performance of your investments and any factors that may require an adjustment to your investment strategy. You will receive a Quarterly Performance Report that analyzes the performance of both the total portfolio and each investment manager's segment. This report contains detailed graphical and statistical data regarding performance.
Contact Us to learn more about the program by calling Mark Melvin, Vice President, at 800.362.2628.