Investments

Mutual Funds

Mutual Fund is an investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which would be quite difficult (if not impossible) to create with a small amount of capital.

Each shareholder participates proportionally in the gain or loss of the fund. Mutual fund units, or shares, are issued and can typically be purchased or redeemed as needed at the fund’s current net asset value (NAV) per share, which is sometimes expressed as NAVPS.

With us you can choose from more than 3,000 mutual funds from more than 80 fund families with investment options across all asset classes, sectors and disciplines.

Stocks

Stocks are a type of security that signify ownership in a corporation and represents a claim on part of the corporation’s assets and earnings. Many companies issue stock, also known as equity, to raise funds for the company.

With our brokerage account you can trade stocks listed on all the major U.S. exchanges (NYSE, AMEX, NASDAQ), and unlisted over the counter (OTC) securities.

Bonds

Bonds, commonly referred to as fixed-income securities, are a debt investment in which an investor loans money to an entity (corporate or governmental) that borrows the funds for a defined period of time at a fixed interest rate. Bonds are used by companies, municipalities, states and U.S. and foreign governments to finance a variety of projects and activities. Whether you’re looking for to diversify your portfolio or seek a steady source of income, a bond may be the right investment for you.

With our brokerage account you can access a variety of fixed income securities including corporate bonds, municipal bonds and government bonds.

Brokered Certificates of Deposit (CDs)

If your primary goals include principal preservation and income, brokered certificates of deposit (CDs) can serve as a sound portfolio foundation.