Through our independent relationship with our broker dealer, Securities America, Merchants Investment Services offers a variety of investment products from quality investment providers. Before we can select the right investment option for your situation, we first discuss your:
- Investment objective.
- Financial goal(s).
- Tolerance for risk.
- Timeframe to accomplish these goals.
Once we understand your situation, we help you identify the appropriate mix of investments that should provide the best odds of success to reach your goals.
Through our broker dealer, Securities America, we have access to top investment providers with a history of integrity, stewardship and quality products. Our Financial Advisors and Consultants can help you select the investment provider that aligns with your financial interests, goals and specific situation.
Payment is dependent on your individual situation, time horizon, personal needs, and our involvement. We either charge a fee, typically based on a percentage of the assets that we manage, or commission. Prior to putting your financial plan in place, our Financial Advisors and Consultants clearly identify the recommended path, specific investment holdings, how these holdings align with your situation, and exact costs and expenses. We believe in complete transparency regarding associated costs and expenses.
To learn more about our investment solutions, contact one of our Financial Advisors or Consultants . We offer a free, no obligation review of your current financial plan and can provide recommendations for potential improvements.
Own a Business?
We can help you plan for the future of your company with retirement plans, insurance options and succession planning. Learn more >