If you're an investor who wants to make the investment decisions about the securities you hold in your portfolio, and would like to receive ongoing advice provided by a qualified UBS Financial Advisor, you may wish to consider a UBS Strategic Advisor Account. Your UBS Financial Advisor starts by creating your investor profile, which contains information about your investing goals, time frames, and comfort level with risk. You'll receive a personalized asset allocation plan that becomes the foundation of your portfolio. You will select from a broad range of securities that can be added to your portfolio and which may include: - U.S. or International Stocks
- Bonds
- Eligible Exchange -Traded Funds,
- Eligible Unit Investment Trusts
- Open- and Closed-End Funds (certain limitations may apply)
- Money Market Funds
- Options - covered calls and hedged puts only
Your Financial Advisor works with you, providing the guidance, advice, and support you need to pursue your investment goals. The decision to make any purchases or sales of securities in your portfolio lies with you. In addition, you'll receive: - Quarterly Performance Reports - so you and your Financial Advisor can gauge your portfolio's progress
- Annual Strategy Review - so you can review your current needs, investment goals and asset allocation, making sure they're properly aligned
With a Strategic Advisor Account, you'll enjoy personal advice and service, choice, flexibility, and the convenience of a simple asset-based fee for advice. Talk to your Financial Advisor today about UBS Strategic Advisor. | 
