Jon Norman Wakely

Provides wealth management, securities trading and sales, corporate finance and investment banking services

UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.

Functions as a College/University

Operates boarding and day schools for boys

PW Global Advisors (PWG) may employ the following security analysis methods: fundamental analysis, technical analysis and cyclical analysis. The firm uses fundamental analysis to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced or over priced. Through the use of technical analysis, PWG analyzes past market movements and applies that analysis to the present in an attempt to recognize recurring patterns of investor behavior and potentially predict future price movement. In addition, PWG employs cyclical analysis to measure the movements of a particular stock against the overall market in an attempt to predict the price movement of the security. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. PWG's investment strategies include: long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing (including covered options, uncovered options or spreading strategies).