Paul Wishingrad Senior Vice President - UBS Financial Services Inc.
Paul personally manages $300 million of client assets. Many investors feel anxious about being able to meet their financial goals. Paul's clients say that they are not worried--Paul is taking care of it! He has 25 years of investment experience and has developed a winning investment style over the years.
(310)281-3817 (310)281-4644 Fax
131 S Rodeo Drive Beverly Hills, CA 90212-3817 -
MAP
2008 was the worst year for the stock market since 1931. In this environment where many investors have lost 40% or more, where retirement and other important lifestyle decisions may be impacted, it makes sense to have a second opinion with respect to your investment strategy. It is understandable that you may be anxious and uncertain as to how to position yourself to positively move forward. This is serious business!! Therefore, I offer to give you, or your clients, a second opinion--no charge for my time. If, following our meeting nothing needs to be changed, you, or they, will then be reassured.
I am different than most wealth managers in that I personally manage investment portfolios. This is important because you then have access to the person actually investing your hard earned money! In these difficult times that should provide comfort. And, equally or even more important, the investment results have been better than those of the traditional Wall Street investment portfolios. I believe that the conventional recommended asset allocation advocated by Wall Street is like shifting chairs on the deck of the Titanic!! Consultations are offered without charge.
A big difference between myself and other wealth managers is that I do not have any hard and fast minimums. I will be happy to talk to anyone who has an investment need. My clients are primarily individuals. Many are entrepreneurs, business professionals, and retirees.
