Investment accounts and solutions
If you’d like the opportunity to have your money grow, investments may be a way.
When investing, talk to a financial professional about brokerage and advisory solutions and services.
What’s a brokerage account? 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.
What’s an advisory account? The key difference between an advisory account and a brokerage account is that with advisory, advice and ongoing maintenance and monitoring are provided. When you set up an advisory account with Park Avenue Securities, you’ll have the guidance of a financial professional who can help you identify your goals, define your strategy, and manage your investments.
Regardless of the type, 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.
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 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 advisor, offers its own investment advisory programs as well as those of select outside institutional asset managers. With these programs, your financial professional provides ongoing advisory services for an annual fee.
You'll receive a customized strategy
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.
Want to learn more on how to get started with an investment account?
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