Roger Boyd Email & Phone Number

I have been helping clients plan and execute for financial success for over 35 years. What my team and I do: Customized Portfolio Management Programs -- We structure customized discretionary investment programs, based upon your goals. -- We manage your portfolio using a tactical, proprietary rules-based process, the goal of which is to grow your capital in positive market environs and to protect your capital during downturns. We offer Advice Beyond Investing -- We conduct in depth discovery meetings to help you identify and prioritize your goals and objectives based upon your unique situation. -- We draw upon our team of experts, both from within UBS as well as externally, and your existing team of advisors to construct and implement your plan. -- We address and plan for Wealth Transfer, Wealth Protection and Charitable Giving, for those so inclined. What Makes Us Different: -- We manage your assets directly. We are not a manager of managers. We are a manager of assets. This means we are directly responsible to you. -- We employ a rigorous risk management process. -- I personally have more than three decades of investment experience to draw upon for your benefit. **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Series 7, Wealth Management, Retirement Planning, Series 63, and 4 others.