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11/30/2023

Master Trust Investment Advisors Receive Accolades

UBS The 770 Group Recognized by Forbes

 

Ubs Award

Congratulations to The 770 Group, on being recognized as a Forbes America’s Top 100 High Net Worth Teams 2023. The Forbes rating is compiled by SHOOK Research and awarded annually in November based on information from a 12-month period ending in March of the award year. This award reflects their dedication to understanding the most important priorities and helping to pursue all that wants to be accomplished.  

The OFDA Master Trust is grateful knowing that the best of the best are working to helping our members succeed!

For more information concerning the OFDA Master Trust, including rate of return history, email Laura Dempsey or call the office today. The OFDA Master Trust’s performance has been highly competitive.

Maximize your preneed dollars and Trust with us!

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