C2 Advisors, a team at UBS Private Wealth Management in Dallas, is gaining recognition for their work in financial advisory.
Led by a majority of women, the team focuses on guiding clients through significant life transitions such as business sales, divorces, and bereavements. The team consists of nine members, including four senior partners, each with their own expertise.
C2 Advisors serves around 100 clients, ranging from family offices to private equity firms. They prioritize accessibility, ensuring that every client has direct access to the entire team. The team also hosts events to empower women in finance.
C2 Advisors follows a structured investment philosophy that emphasizes liquidity, inflation protection, and legacy planning. They have a liquidity bucket for immediate needs, a core portfolio to outpace inflation, and a legacy portfolio for future generations or philanthropy. The team focuses on cost and tax efficiency and utilizes both active managers and passive exposure in equity investments. In fixed income, they prefer high-quality investments. C2 Advisors also diversifies returns with allocations to alternative investments such as private equity, private credit, and infrastructure.
C2 Advisors are cautious about potential market volatility and regularly discuss bear case scenarios with clients. They advise clients to keep their financial lives and portfolios simple to avoid unnecessary stress and confusion.
C2 Advisors is committed to providing personalized, transparent, and effective wealth management solutions as they adapt to the changing financial landscape.