UPS Executives & Retirees

An independent, SEC registered investment advisor, Biltmore Capital Advisors has decades of combined experience working with the financial planning and investment needs of United Parcel Service executives, employees and retirees.*

Services for UPS Clients

Financial Management Services for United Parcel Service Clients

An independent, SEC registered investment advisor, Biltmore Capital Advisors has decades of combined experience working with the financial planning and investment needs of United Parcel Service executives, employees and retirees.

Our time-tested solutions for UPS clients and their families can help you realize your financial goals, from tax-sensitive portfolio diversification to low-cost borrowing, from effective risk management to retirement and estate planning.

We have a deep understanding of the UPS benefits plans, compensation programs and corporate culture. Biltmore brings years of experience working with Mellon Bank & Computershare on the transfer of UPS Class A shares.

Our customized financial and investment advisory services for UPS Executives and Retirees include expert advice on:

  • UPS stock ownership guidelines, restricted stock units, pension choices and employee stock ownership plans
  • Timing and tax consequences of UPS stock sales
  • Hedging, option, and borrowing strategies
  • 401(k) and estate planning strategies, mortgage strategies and insurance analysis
  • Gifting, Class B stock conversions and Class A stock hypothecation

UPS Option Strategy

Biltmore’s dedicated UPS option trading team can customize a program for you based on upcoming catalysts, noteworthy trading patterns, dividend protection and our own fundamental research.

UPS Hypothecation Loan Program with Computershare

Biltmore collaborates with Mellon Bank to offer UPS employees hypothecation loans at some of the lowest rates available. You can leverage your entire combined portfolio as collateral to borrow.

*Biltmore Capital Advisors is not endorsed by United Parcel Service.

Learn more and download the UPS Shareholder Investment Advisory Services Brochure here (UPS-2017-Brochure.pdf)