Brokerage Accounts & Investment Solutions
What is a brokerage account?
If you’d like the opportunity to have your money grow through investments, a brokerage account is a simple way to manage your money. A brokerage account makes it easy to manage all your various investments, like stocks and bonds, mutual funds, and exchange-traded funds (ETFs), by allowing you to access them all from the same place.
When you set up a brokerage account with Park Avenue Securities, you’ll have the guidance of a financial representative who can help you identify your goals, define your strategy, and manage your investments. Depending on your preference, you’ll receive an online or paper statement that provides a comprehensive view of all your Pershing-based investments, while being able to manage the different investments individually.
- Which investment solutions should you consider?
A balanced portfolio designed to help you grow your assets is important. Depending on your goals and risk tolerance, your portfolio can be customized. Whether it’s working to build a long-term investment strategy for retirement, saving for college with 529s, or capital preservation, you can work with a financial representative to determine a unique strategy for you and your family.
- Why should you invest?
Your portfolio is important because it represents your goals, your family, and your future. Working with a financial representative to help ensure you are leveraging a balanced portfolio that meets your risk tolerance is important. A financial representative can create comprehensive, personalized strategies that evolve with your needs. Specialized tools and know-how are key to planning, executing, and managing a successful long-term investment strategy.
- What you should consider when investing?
Consider including growth vehicles, like investments, to work to be better prepared to meet your financial needs. And the earlier you start, the easier it is to reach your goals. While investing may act as a growth component in your overall portfolio, there are potential risks to consider. A balanced mix of investment strategies can help lead to financial success. You know Guardian as your trusted insurance provider – our clients also work with our licensed financial financial professionals to help plan their investments strategies through Park Avenue Securities LLC, a Guardian-owned company.
Get financial advice tailored to you
Sometimes we need professional advice to help ensure we’re making smart decisions with our money. Through our investment advisory services, you’ll get access to experienced money managers who can create a custom plan that matches your financial goals to your unique situation.
What are the benefits of a brokerage account?
- It’s easy to access
Not only will it allow you to see all your investments in one place, our brokerage account website is available for you to access your finances whenever you need them.
- You get one, simple statement
Rather than trying to juggle multiple statements or investment reports, our brokerage accounts send a statement that provides a consolidated view of most of your investments.
- It functions like a bank account
Enjoy the convenience of check writing, debit cards, and the ability to automatically pay bills such as your life insurance premiums.
What are the benefits of an investment advisory service?
- You'll have access to a robust menu of offerings
Park Avenue Securities LLC, Guardian’s retail broker-dealer and registered investment adviser, offers its own investment advisory programs as well as those of select outside institutional asset managers. With these programs, your financial representative provides ongoing advisory services for an annual fee.
- You'll receive a customized plan
We can construct a fee-based, comprehensive financial plan for you. Based on your investment objectives, time frame, risk tolerance, and stage in life, we will provide recommendations to build a portfolio that can help you achieve your goals.
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