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Retirement and

Private Wealth

Management

Create a sound financial plan
that helps you and your employees

pursue their goals.

you plan to retire or achieve any other important financial goal is a milestone that requires diligent
preparation.
HUB strives to help clients visualize their retirement and other life milestones, empowering them to take
actions today in pursuit of outcomes tomorrow. As investment fiduciaries, we bring unrelenting
advocacy to every relationship we engage in, implementing tailored strategies to meet your specific
needs.

Companies and individuals nationwide rely on our institutional, retirement plan and private wealth
management services to provide direction and guide them toward a more confident future.

Strategies and services tailored to your needs
HUB offers institutional investment consulting services to for-profit and not-for-profit organizations, and
customized private wealth management services to individuals and families.

Organizations and Institutions Individuals and Families
o Retirement plan consulting o Goals-based financial planning
o ERISA Fiduciary Services o Investment advice
o Investment advice o Risk-managed asset allocation strategies
o Fiduciary outsourcing, governance o Online portfolio management
support and education o Retirement income planning
o Regulatory updates o Specialized financial planning for divorce
o Institutional investment research o Comprehensive advice for special needs
o Executive benefit solutions family members
o Financial wellness strategies o Personal insurance and risk management

Rocke Blair Peter Ladas
Managing Director Senior Vice President
Sheridan Road Financial, a division Sheridan Road Financial, a division
of HUB International of HUB International
rblair@sheridanroad.com pladas@sheridanroad.com

www.hubrealestate.com Real Estate Insurance Solutions 33