Brokerage Accounts and Investment Advisory Services
Navigating the ins and outs of the investment landscape can be complicated and time-consuming. Facing the markets with confidence can be as easy as receiving experienced advice from someone whom you can trust and respect. Through Park Avenue Securities LLC, Guardian’s retail broker-dealer and registered investment adviser, we can help you organize your financial life. Whether that means setting up a brokerage account or having our guidance in managing your investments, we’re ready to provide the support you need.
A brokerage account combines all of your investment assets in one place. Once you’ve opened a brokerage account, you will be able to invest in individual stocks and bonds, mutual funds, options, and exchange-traded funds (ETFs). Why consider a Park Avenue Securities brokerage account?
Easy to access — Your brokerage account website can serve as the hub for all your investment activity and is available 24/7.
Consolidated statements — A single monthly statement provides a comprehensive view of all your investments.
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.
Investment Advisory Services
Are you interested in leaving the daily decision-making of investing to financial professionals? Let us help you create a personal investment strategy tailored to you. With investment advisory services sponsored by Park Avenue Securities, you will benefit from access to experienced, knowledgeable money managers who can help you prioritize your specific financial goals. Based on your investment objectives, time frame, risk tolerance, and stage in life, they will provide recommendations to build a portfolio that can help you achieve those goals.
Why consider Park Avenue Securities for investment advisory services?
Robust menu of offerings — Park Avenue Securities 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.
Customized plans — We can construct a fee-based, comprehensive financial plan for you.
Visit the Park Avenue Securities website for more information: www.parkavenuesecurities.com