Diversified Investment Options

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Individual Securities

Investment options that you choose yourself.





Mutual Funds

A pool of securities such as stocks, bonds, money market instruments, and other similar assets are invested and managed by professional money managers. Each shareholder owns shares in the fund and earns a share of interest or dividends earned by the investments in the fund.       



Exchange Traded Funds (ETFs)/Notes (ETNs)

An ETF is a marketable security that tracks an index, a commodity, bonds, or a set of assets like an index fund. ETFs are bought and sold like common stocks and experience price changes through-out the day. An ETN is a senior, unsecured, unsubordinated debt security issued by an underwriting bank. ETNs have a maturity date and are backed only by the credit of the issuer.

Separately Managed Accounts

A portfolio of securities directly owned by the investor and managed according to a specific discipline and/or style by a professional investment manager.