Available Investments | The Investment Center

The Investment Center has built our reputation by providing your financial advisor access to an open architecture platform filled with hundreds of product offerings.

Along with appropriate planning tools and unbiased research available, your advisor can construct a portfolio based on your specific investment needs.

Equities

NYSE Listed Stocks
NASDAQ Over the Counter
All Other Major Exchanges
Foreign Stocks
Margin Accounts
Corporate Finance
144 & Other Restricted Securities Sales
Employee Stock Option Plans
Exchange Traded Funds

Fixed Income

Municipal
Corporate
Treasury
- Bills
- Notes
- Bonds
- Strips
Mortgage Backed
- CMA
- GMNA
- FNMA
Government Agency
Certificate of Deposit Securities
Structured Note Securities
Preferred Debt

Mutual Funds

Open-End Funds
Closed-End Funds
No load funds

Advisory Services*

Mutual Fund Wrap Accounts
ETF Wrap Accounts
Separately Managed Accounts
Unified Managed Accounts

*Advisory services provided through IC Advisory Services, Inc.- An SEC Registered Investment Advisor.

Retirement Accounts

Traditional IRAs
Roth IRAs
SEPs
Defined Contribution
Money Purchase
Profit Sharing
403(b)
401(k)

Unit Investment Trusts

Equity Portfolios
Taxable Fixed Income Portfolios
Tax-Free Fixed Income Portfolios

Cash Management

Daily Sweep Accounts
Money Markets
Check Writing
Debit Card
Insured CDs
Automatic Bill Paying Services
Online Account Access

Insurance

Fixed Annuities
Variable Annuities
Term Life
Variable Life
Universal Life
Whole Life
Disability
Long Term Care

Alternative Investments

Non-Traded REITs
Business Development Companies (BDC's)
Variable Annuities with Alternative Sub-Accounts