Brokerage Services

 

As a full service brokerage firm, we can meet your trading needs from traditional brokerage accounts to comprehensive structured programs and option and private equity transactions.  With the support of the trading desks and research of some of the largest investment firms in the industry, including Wells Fargo Advisors, we are positioned to meet your unique needs. 

Our services include:

  • Self-directed brokerage accounts with online access* and trading
  • Income generating portfolio strategies
  • Advisor fee-based portfolios allowing your flexibility to place trade without activity commissions
  • Municipal and corporate bond portfolios
  • Indexed CDs and other structured products
  • Options trading strategies.
  • Alternative assets including limited partnerships, self-directed retirement accounts, private equity transactions, investment banking

*Access to the service may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons.