GROWTH
Silver Plan
Designed for new investors seeking steady long-term growth.
- Minimum Deposit
- $1,000.00
- Maximum Deposit
- $1,000,000.00
- Expected ROI
- 3.50%
- Strategy Duration
- 30 DAYS
- Risk Profile
- MODERATE
Investment Plans
Investment Plans
> Explore structured investment approaches designed to accommodate different objectives, investment horizons, and portfolio requirements, with clear administration and ongoing reporting throughout the client relationship.
INVESTMENT STRATEGIES
Investment Strategies Designed Around Your Objectives
UBS Financial Groups offers structured investment strategies designed around individual objectives, investment horizons, liquidity requirements, and risk considerations. Each approach is supported by defined portfolio parameters and ongoing account oversight.
INVESTMENT HORIZON
Defined Objectives
PORTFOLIO APPROACH
Structured Allocation
ACCOUNT OVERSIGHT
Ongoing Review
GROWTH
Gold Plan
Built for experienced investors looking for enhanced returns through diversified investment strategies.
- Minimum Deposit
- $10,000.00
- Maximum Deposit
- $5,000,000.00
- Expected ROI
- 9.00%
- Strategy Duration
- 60 DAYS
- Risk Profile
- MODERATE
GROWTH
Ultra Gold Plan
A premium investment portfolio offering dedicated wealth management, strategic asset allocation, and priority client support.
- Minimum Deposit
- $10,000.00
- Maximum Deposit
- $10,000,000.00
- Expected ROI
- 18.00%
- Strategy Duration
- 90 DAYS
- Risk Profile
- MODERATE