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.
Grow your financial confidence
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 professional 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 professional to help ensure you are leveraging a balanced portfolio that meets your risk tolerance is important. A financial professional 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 should you consider when investing?
Consider including growth vehicles, like investments, that can work to help 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.
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?
All investments contain risk and may lose value. Diversification does not guarantee profit or protect against market loss.
All annuity guarantees are based on the claims paying ability of the issuing insurance company.
Investors should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. This and other information are contained in the fund’s prospectus, which may be obtained from your investment professional. Please read it before you invest or send money. Investments in mutual funds are subject to risk, including possible loss of the principal amount invested.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment adviser. www.parkavenuesecurities.com
PAS is a wholly owned subsidiary of Guardian and a member FINRA, SIPC.
