Lasting relationships. For all that matters

Ovid WM Group Photo

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Mountaintop

The Ovid Approach

With every person comes a unique set of different circumstances and challenges. Due to this, trusted financial advice is more important today than ever. Here at Ovid Wealth Management, your financial goals are the focus of everything that we do. We strive to combat your unique challenges by providing highly responsive service and first class investment advice. When it comes to growing and protecting your wealth, we provide thoughtful and custom solutions backed by a rigorous work ethic and comprehensive market research. Our team of highly trained and highly motivated individuals are constantly aiming to raise the bar in order to create more opportunities that help simplify and enhance the quality of your financial life. We look forward to serving you and your family for generations to come.

Our Mission:

  • Assist our client families and individuals in making educated investment decisions in all aspects of their life
  • Contribute to family prosperity and well-being
  • Provide money management with extraordinary service

Our Values:

  • Committed to providing an outstanding service experience
  • Devoted to being the best in all we do with disciplined and thorough research leading to long term wealth    building
  • Dedicated to the belief that it is a privilege as well as our responsibility to serve our clients in a professional manner

Our Desire is for Clients to View Us As...

  • Trusted long term financial partners
  • Confidants
  • Experienced professionals
  • The first call when life changes
  • The "quarterback" or CFO in all financial matters

Embracing Change Through Financial Planning

The investment and financial planning strategies presented by Ovid Wealth Management are tailor-made for each client and reviewed as needs and circumstances change.

Stephen Fish, Managing Director of Ovid Wealth Management of UBS - named after the Roman poet Publius Ovidius Naso, best known for his narrative poem "Metamorphoses" - sees a connection between Ovid's theme of evolving and how continuously changing financial industry can affect the lives of clients.

Just as in all facets of life, Fish believes one of the constraints in the financial industry is change. Tax laws, trade regulations, financial instruments, trends, and projections: For high net worth individuals, keeping track of all that can impact their wealth can be so time consuming that it could prevent them from actually enjoying what they have.

Change, however, is not a bad thing in and of itself. Ovid Wealth Management approaches changes as opportunities to help protect and grow the wealth of its clients. "We realize that we play a very important role in the lives of our clients and their families," says Fish. "We take our responsibilities seriously to help service our clients."

A Client-First Approach

"At Ovid Wealth Management, we strive to understand our clients' goals, time horizon, and tolerance for risk," says Fish. "We utilize an extensive due diligence process to score our recommendations in terms of performance, structure, and growth on an ongoing basis."

Fish believes that change is constant in the lives of the clients of Ovid Wealth Management. As people age, their needs and priorities shift, therefore Ovid Wealth Management helps clients monitor and rebalance their investment strategy. Ovid Wealth Management assists clients in creating portfolios the can include individual stocks and bonds tailored to their individual needs in a tax-efficient manner. "We are more than simple asset allocators. Our core value is stewardship, and we strive for our clients to view us as a long term financial relationship," Fish says. "We want to be the first ones they consult when their lives change."

The client-first approach is not limited to the creation of investment strategies. Fish and his team put a strong emphasis on being promptly responsive when a client reaches out. "We make sure our clients know that we work for them and not the other way around," says Fish. "We take the personal part of our business very seriously, probably just as serious as our performance. We play hard. I think most people sincerely appreciate the fact that I am very available and that our team responds very quickly to them."

Fish has spent more than 30 years in the business, but Fish credits his experienced support team for the success of Ovid Wealth Management. "There is no way I could do what I do without the support I have," he says. "We want our people to take their time on the phone. We do not want them to rush. We want them to ask questions and be engaged in our clients' lives. We sincerely take a holistic approach to our work."

Our Five-Step Process

We employ a five-step investment management process as follows:

Step 1 - Analyze Current Situation

In this step, we ascertain where each client is and has been from an investment standpoint. We strive to understand our client's goals, time horizon, legal constraints, and tolerance for risk. We utilize a number of tools including financial planning questionnaires, current investment portfolio analysis, past returns and their accompanying statistics (standard deviation, up capture and down capture). We would work closely with you to understand your needs, wants, and wishes.

Step 2 - Design an Investment Strategy

Here we crystallize all the input and analysis from Step One into a recommended portfolio. The design of the asset allocation is the most important decision you will make with regard to investing the funds in the portfolio. We strive to ensure that you understand the probability of achieving your goals and the level of risk you will be exposed to in reaching them.

Step 3 - Formalize Investment Policy and Risk Parameters

Next, we outline the roles and responsibilities for each of us. We review our procedures for asset rebalancing, along with the specific and unique target allocations. Rebalancing can be one of the most crucial points in the investment management process.

Step 4 - Implement Investment Strategy

In this step, we will identify appropriate investment vehicles to carry out the investment plan. We have an extensive due diligence process that we utilize to score out recommendations in terms of performance, structure and growth on an ongoing basis.

Step 5 - Monitor and Rebalance as Life Changes

After the investment plan has been implemented, we provide our clients with detailed quarterly performance reports. These reports help our clients not only understand how they have performed versus their goals, but also why.

  • Stephen Fish Individual Headshot

    Stephen Fish

    Managing Director–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Stephen Fish is a Managing Director at UBS. He began his career on Wall Street at Morgan Guaranty Trust Company and Brown Brothers, Harriman & Company. After more than twenty successful years at Hilliard Lyons, Stephen moved to UBS Financial Services, Inc. to further enhance his clients' experiences and access more sophisticated trading capabilities.  Stephen has over thirty years of investment experience in all financial markets and advises his clients through discretionary investment management.

    Stephen is a graduate of The Johns Hopkins University with a B.S. with concentrations in Economics and Philosophy. He also attended the MBA program at the Stern Graduate School of Business at New York University. At Hilliard Lyons he earned the designation Chartered Wealth Advisor (CWA) in 2003, after completing an extensive program concerning various aspects of wealth management. He maintains several Financial Industry Regulatory Authority licenses, including the Series 7, 24, 63 & 65.

     

    • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • Jeanine Toney Individual Headshot

        Jeanine Toney

        Senior Client Associate

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        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • KY
        • MA
        • MI
        • MN
        • MS
        • MT
        • NE
        • NY
        • OH
        • PA
        • TX
        • WA
        • WV

        Jeanie joined UBS in 1995 as a Client Service Associate and joined Stephen Fish's team in June 2019.  In this role she serves the administrative and operational needs of our clients and team.  Jeanie enjoys getting to know our clients and providing excellent customer service.  She has been in the financial services industry for over 30 years. 

        Jeanie is a Cincinnati native.  She enjoys gardening and spending time with her grandchildren.

              8044 Montgomery Road
              Suite 100W
              Cincinnati, OH 45236
            • Jack Dowling Individual Headshot

              Jack Dowling

              Client Associate

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              • TN

              Jack joined UBS in 2021 as a Branch Service Associate and joined Stephen Fish's team in September of 2022. As an expert in the administrative and operational needs of our clients and team, he energetically answers clients' questions and concerns in a timely manner. He also serves as the team's Technology Liaison.

              Jack graduated from Middlebury College with a B.S. in Economics. He was a member of the Middlebury men's swim team for four years. In his free time, he enjoys watching sports and being outdoors with his dogs, Boo and Lily. He currently holds the Series 7 and 66 licenses.

                    8044 Montgomery Road
                    The Towers At Kenwood
                    Cincinnati, OH 45236

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                  Retirement planning

                  Retirement Couple

                  Retirement readiness

                  Investment management

                  A team approach

                  Who we work with