Andrew B. Shantz joined UBS in 2003. He is a Certified Financial Planner™ and private wealth advisor and holds securities and insurance licenses. Mr. Shantz focuses on financial planning, asset and liability management and wealth-transfer and estate planning. Mr. Shantz and his family live in Fairfield, Connecticut.
Andrew B. Shantz joined UBS in 2003. He is a Certified Financial Planner™ and private
wealth advisor and holds securities and insurance licenses. Mr. Shantz focuses on
financial planning, asset and liability management and wealth-transfer and estate
planning. Mr. Shantz and his family live in Fairfield, Connecticut.
How do I approach portfolio construction?
Over the last two decades, our team has seen many “portfolios.” We put that in quotes because too often the portfolios that come to us seem to be merely a collection of investments or views. Often it seems to us that there has been no construction, just acquisition or divestiture. Even worse, these buy or […]
How do we define risk?
In the financial context, the true definition of “risk” is the chance that an investment will lose value. But is that really how the financial industry defines risk? We believe much of the industry talks about risk as a matter of volatility and uses the term “standard deviation.”1 Yet, should volatility be an investor’s only […]
