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Available Investments

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