Advisory Account

Plan for the life you want in retirement. Protect your retirement savings and create an additional, guaranteed income stream with an annuity.

Your objectives:

• You'd like help managing your portfolio
• You prefer the help of professional money managers
• You want a customized strategy to help you manage your investment portfolio

Advisory Accounts service allows for your broker to make some limited investment decisions based on an understanding of the clients investment goals and risk tolerance.

• Leverage financial experts to customize your investment portfolio with limited involvement
• Suitable for investors who do not wish to manage their portfolio directly
• Fee structure based on an annual fee based on a percent of assets held rather than trading commission fees
• Access to a wider range of investments including IPO stock and lower cost mutual funds
• Investments made on behalf of the client based on their level of risk and investment goals