Robert J. Donato

Operates as a holding company through its subsidiaries engaged in mortgage lending and other real estate finance-related businesses

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.

Operates as a holding company for IndyMac Bank FSB

Provides stock brokerage and asset management services

Performs research & development on diabetes

Freedom Advisors, Inc. is a tax preparation and financial consulting firm serving individuals, families, business owners, executives, and independent professionals. The private company is based in Riverside, CA. The company provides tax return preparation, tax planning, and consulting services, supported by an online platform with resources such as IRS forms, tax tips, current tax rates and brackets, guidance on required tax documents, and a tax records retention guide. The website also offers financial calculators for taxes, retirement planning, mortgages, college savings, and credit management, as well as tools to check federal and state tax refund statuses and information to help clients prepare for appointments.