With over twenty members on our Relationship Management and Investor Relations team, UBPAM is recognized for our proactive approach to servicing clients. We pride ourselves on providing our investors with timely and accurate responses to all inquiries. UBPAM approaches investor relationships with a high level of service and takes special care to ensure that all clients’ needs and requests are considered during the investment and reporting process. With this focus, our services include, but are not limited to, the following:
- Access to a dedicated Relationship Manager
- Interactive quarterly conference call led by co-managing partners and other senior professionals to review portfolios
- Monthly communication including: 4th business day estimates, fund letter with market commentary and 15th business day finalized performance
- Access to UBPAM portfolio managers and other senior professionals on an as needed basis
- Invitation to UBPAM’s Client Forum
- Customized investor relationship management tool with extensive information on each investor’s historical performance and return on investment
UBPAM strives to be a leader in the evolving alternative investment industry. In the future, we will continue to build out our products and services to meet the changing needs of investors.