Product Offerings

The Investment Center provides a wide selection of the industry's best investment products allowing you to help your clients find solutions in every situation.

At The Investment Center, we want you to have everything you need to serve your clients and run your business exceptionally well. We know you’re more than capable of taking the reins, so our job is to ensure that you have the best possible tools, resources, and support behind you.


We offer a world-class suite of investment and financial planning products that equip you to meet virtually all of your clients’ needs. Our uncommon depth of skill and wide-ranging areas of expertise – encompassing everything from asset management to capital markets to insurance – put you at a distinct advantage when it comes to delivering high-caliber service.


So, take your time exploring the depth and quality of products and services we offer you and your clients. You’ll see why advisors who partner with us stand out among the best.


Access to individual equities can be a key component to providing comprehensive investment portfolios. Our ongoing partnership with Pershing LLC, a top brokerage clearing firm, means you will receive exceptional quality brokerage execution and clearing services, along with access to a wide selection of equity investments.

Mutual Funds

Through The Investment Center, you will have the advantage of buying and selling from a list of over 200 of the best mutual fund families.

Variable Annuities

Our annuity platform provides you with the highest quality and most competitive carriers including investment only and fee-based annuities, along with the traditional line of products.

Fixed Income

With over 80 years of combined experience and expertise, our Fixed Income desk has the knowledge and tools to provide you with access to top-notch products, competitive pricing, and assistance in finding the best solutions for your clients.


Insurance is an industry built on relationships. That's why we have a strong network of insurance providers where you will get the service and support you need to excel.

Wealth Solutions

As the affluent population grows, advisors must expand their capabilities, deepen their relationships, and offer more of their time in order to stay competitive. Through our partnership with Pershing LLC, you have access to experts to help guide clients through complex situations.

Retirement Products

Bring more to your client relationships with a complete array of integrated and personalized retirement planning services and solutions.

Cash Management Services

Compete directly with the wirehouses by offering a Corestone Accountâ„¢; a powerful asset management account that gives your clients a complete portfolio snapshot in one statement.

Research Tools

The Investment Center offers all the tools you'll need to stay on top of current market trends and efficiently research products.