UBS’s Gary Tantleff Ranked as #1 Advisor in New Jersey
Gary Tantleff, UBS Financial Services Managing Director - Investments, has once again been named Barron’s #1 Financial Advisor in New Jersey.
As most of you know, Tantleff has been a long-time supporter of the credit union movement. He has been a regular fixture at the NJCUL’s annual Convention and countless other credit union events. His team, the Credit Union Advisory Group at UBS, recognizes the importance of earning clients’ trust through integrity and reliability. His experience and focus on credit unions allows him to provide insights and timely solutions that are most relevant to their unique needs.
As Barron’s points out, Tantleff, a three-time All-American soccer goalie at the College of New Jersey, does his best to avoid having to make spectacular saves for his clients. He specializes in fixed-income investments and their relatively predictable returns. His clients tend to be people looking for havens, and Tantleff favors the most conservative of options—investment-grade paper, triple-A-rated bonds, and certificates of deposit. He also likes quality corporate bonds and five-year CDs, which were trading 80 basis points (0.8%) above comparable Treasuries in late January.
“We haven’t seen spreads like that in quite some time,” he told Barron’s. Given his focus on fixed income, Tantleff has to remind clients to refrain from assuming that interest rates will rise in the short term. “It isn’t always the yield you’re not able to capture that hurts the portfolio, it’s the yield you’re getting in a money market,” he says. Tantleff prides himself on his 24/7 availability to clients. “People want to know you are available and that you care,” he says.
The New Jersey Credit Union League congratulates Gary on this distinct honor.
For more information on The Credit Union Advisory Group at UBS Financial Services, an NJCUL Business Partner, visit http://www.njcul.org/ubs-credit-union-advisory-group.aspx.
For more information on Barron’s list of the Top Financial Advisors for 2016, click here.