UBS
Home | |
About UBS Wealth Management Bookmark this Page
UBS Wealth Management

UBS Home

UBS Wealth Management


Home

Allan Paul Covert
Allan Paul Covert, CRPC®
Financial Advisor
  • Chartered Retirement Planning Counselor (CRPC)
180 Market St.
Ste. 200
New Albany, OH 43054
614-855-8781
866-284-1930
614-939-5840 fax
allan.covert@ubs.com

As your Financial Advisor, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it's planning your retirement, funding a child's education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your goals.

I believe in building long-term client relationships. I take the time to listen to you, fully understand your unique financial needs and goals, and work with you to develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.

Drawing upon UBS's extensive global resources and capabilities, I can help you address all aspects of your financial life. My investment approach is based on the philosophy that investors will potentially do better over time by earning a steady, reasonable rate of return. I believe it is more productive to strive for consistent, average returns than to try to time the market.

Managing Wealth

Retirement Plans at UBS

Are you maximizing the new tax advantages of your retirement savings?
Planning for retirement in a changed world

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
The Strength of UBS strength_ubs.pdf (247kb)
Investor's Guide Investors_Guide.pdf (586kb)
Cashin's Comments cashin_comments.pdf (122kb)
Top 25 Stocks top_stocks.pdf (247kb)
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Stretch IRA stretch_IRA.pdf (86kb)
Key Considerations for Protecting Your Family's Future and Transferring Your Wealth estate_plan.pdf (307kb)
Structured Products: Tailoring Risk to Meet Investment Needs StructuredProductsTailoringRisktomeetInvestmentNeeds.pdf (567kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
News
UBS reports a second-quarter 2010 earnings
UBS AG nominates Wolfgang Mayrhuber for election to its Board of Directors
Spotlight Articles
Market Outlook: Aftershocks: strategies for rebuilding wealth in an uncertain world (351kb)
Information you should know about 2010 estate taxes (143kb)
Print this page E-mail this page  
Registered States: CA, FL, GA, IL, MA, MI, NJ, NY, OH, OR, PA, SC, UT
Key Information
Account Login
User Name
Password
Benefits of Enrolling
Enroll Now
First-Time User
View Mailbox
Market Update
DJIA 10447.93
NASDAQ 2233.75
S&P 500 1104.51
30yr Tsy 3.79
Market Info
Quotes delayed at least 20 minutes Market Information, Copyright 2002 Reuters Limited. All rights reserved.

Terms of Use | Privacy Statement | E-mail Disclosure
Products and services in these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. www.ubs.com
© UBS 2009-2010. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Notice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark DisclaimerImportant Information About Auction Rate Securities.