Client Services
Financial Products
- ETF's and customized retirement portfolios
- Common & Preferred Stocks
- Corporate & Municipal Bonds
- Mutual Funds (Equity & Income)
- US Treasury & Agency Securities
- REITs and UITs
Services
- Private Investment Management
- Customized Retirement Plans
- (prepared at no charge to clients)
- Asset Allocation
- Free Checking & Debit Cards
- Emails Confirmations and Statements
- Direct Deposit
- Customer Wires & ACH Service
In a combined effort with our custodian, TD Ameritrade Institutional, we’ve taken solid measures to ensure the protection of our clients’ assets and privacy. A detailed description of client and customer account protection and other important information can be found on this website under Disclosures. For brokerage customers, all trades are cleared on a fully-disclosed basis, and all client assets are held by, Hilltop Securities, Inc.