With a Prime Account, you can purchase stocks, bonds, mutual funds, ETF’s, or any other marketable security with the professional guidance of a Financial Adviser*. Whether you’re getting married, having a baby, reaching retirement, or going through a major life event, we can help set you on the path towards your future goals. You also get online education courses and seminars, easy account management, and access to thousands of no-load mutual funds and ETFs.
How It Works
You select your own stocks, bonds, ETF’s, or mutual funds, and when you need a little extra help, you can get support from a financial adviser.* For a small fee, you can discuss your investment strategies with a Global Advisers consultant to get a second opinion. This way, you make all the decisions in the account, with the added bonus of professional insight.
Minimum to open: $5,000.
What You Can Expect
The Prime Account is designed for people with assets totaling less than $100,000. It focuses on mutual funds, ETFs, and other growth oriented investments, however, you can invest in any marketable security that we offer, include fixed income, commodities, currencies, options, and futures. It provides investors with the option to build a portfolio of funds and other growth-oriented securities with the guidance of an Investment Manager.
We provide robust research capabilities to our employees. This helps them identity global investment opportunities that they can employ for you, so when contact them to get a second opinion, you benefit from discussing your ideas with an investment management team that utilizes strategic methods to manage money, and is well-informed on current economic and financial topics.
*Chart is for illustrative purposes only. Not intended as a recommendation to buy or sell any security
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Mutual funds are organized into categories by asset class (stocks, bonds, and cash) and then further categorized by style, objective or strategy. Learning how mutual funds are categorized helps an investor select a mutual fund that is consistent with his or her asset allocation model.
from more than 45 different leading mutual fund companies.
We offer only no-load mutual funds, and included for Prime clients is our mutual fund – ETF comparison tool, which instantly scans from thousands of different options to identify similar securities which lower fees. ▸