Products & Tools
Offering a Broad Array of Products & Services
With the freedom to serve your clients' best interests comes the resources you need to do just that. To help you meet the unique needs of each of your clients we offer a competitive range of products and services -- from basic investments to more complicated investment tools, portfolio reviews, high net worth programs, award-winning research, and market and economic analysis.
Accounts and advisory services. You'll also be able to offer your clients three levels of account services, special account structures and advisory programs with a range of investment models.
Professional money management. Our investment strategy group has developed a prescreened list of more than 50 money managers that you can use when helping your high net worth clients. And you can also take advantage of our own private money management group, which offers equity and fixed-income portfolios.
Futures and commodities. Our product offering includes futures and commodities as well as managed futures. We also have a team of experienced futures analysts covering the markets.
Adding Value With State-of-the-Art Technology
We recognize the value of technology. That's why we've made a commitment to provide you the advanced tools you need to better serve your clients and make your job easier.
Your workstation. We've developed a powerful system that holds hundreds of tools. It lets you quickly access information about your clients, the industry, the markets and economy, products and services, and specific investments. Some of the tools we provide let you:
• Quickly analyze your clients' portfolio asset allocation and sector weightings of stocks, bonds and mutual funds
• Create reports to help your clients manage their investment portfolios
• Access our corporate intranet and retrieve current news and information as well as the full knowledge base of the Home Office
• Switch applications without having to re-enter data
• Access files when you're out of the office
Your own Web site. We'll give you your own Web site to help you market yourself and your business. You can customize your home page with:
• Your contact information
• Your photo and background
• Products and services you want to highlight
• Specific market or economic analysis
You can also use it to promote any seminars you plan to give.
Account access for clients. And we'll give your clients free online access to their account information, which can save you time by reducing the number of phone calls you receive.