HSW Advisors is a destination of choice for ultra-high-net-worth and institutional clients who need customized investment advice and a breadth of planning and advisory services. We manage over $2.2 billion in assets for approximately 95 clients.Our clients are professional athletes and entertainers, CEOs and founders of public and private companies and entrepreneurs in industries such as food and beverage, financial services, information technology and real estate. We also serve families, foundations, endowments, not-for-profit organizations and unions and pension plans. Our Services Include:- Investment Consulting- Portfolio and Asset Allocation Strategy- Personal Strategic Planning- Philanthropic Giving Assistance- Values-based Planning- Estate, Wealth Transfer and Income Planning- Discretionary Portfolio Management- Risk Mitigation Analysis- Cash Management- Credit-Based Solutions- Client Portfolio Reporting- Portfolio Reviews- Scheduled Tax Summary Reports- Solutions for Executives- Administrative Bill Pay Services- eMoney® Secure Data Vault- Fraud Defense

- Private wealth management.- Work with proprietary UBS systems to assist client requests. - Help with any need the team has in terms of investments, wealth planning and marketing. - Help prepare client reports and other marketing materials. - Collect the appropriate documents to ensure compliance.- Ensure system management is correct and information is up-to-date.

- Executed trades in municipal debt to fit into a variety client portfolios. - Provided municipal bond recommendations and valuation levels to current clients. - Entered and maintains accurate trade blotter.- Provided analysis of micro and macro current economic conditions to senior analyst at GATES.- Provided analysis of closed-end funds in support of head analyst.