Jeff Wilson

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.

Hays Advisory employs a tactical asset allocation discipline designed to take advantage of the long-term cyclicality of the economy and financial markets by targeting less of the client's assets to stocks on down cycles and allocating more to stocks while in the formative stages of the up cycles. Hays Advisory manages portfolios using a top-down investment style that incorporates this proprietary tactical asset allocation model. The process begins with deciding how much of the assets should be placed in stocks, bonds and cash. The investment committee then determines how much to overweight or underweight each major industry sector and picks the stocks within those sectors that pass quantitative screens. After allocating the assets, Hays Advisory considers the 100 individual sectors and industries of the economy to determine those that are positive and improving. The 100 industry groups are divided into ten general market sectors. Using proprietary methods, Hays Advisory identifies the industry sectors that are showing gradual improvement in both fundamental rankings (earnings momentum and relative valuation) and market action (relative price momentum). Once the improving sector moves into the top 50%, it begins to receive a weighting in the portfolio. The weighting increases as the internal fundamental rankings of the sector continue to improve. Finally, individual stocks are selected that fit the historical patterns that typically have provided above-average performance. Utilizing a combination of both fundamental and technical analysis, Hays Advisory selects individual stocks that rank in the top 20% of all stocks based upon the earnings momentum, relative strength and relative valuation. The selected stocks pass through other screens that reveal items such as the historical dependability of earnings expectations. Finally, the investment committee examines the latest research available from fundamental analysts that follow the company.

Functions as a College/University

Provides heat treating and metal finishing services