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Money management services
Click on the type of money management professionals from the table below to learn about the general description for the nature of the service. Click the type of professional from the list on the right to find your local provider.
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Annuities are investment vehicles which may serve specialized purposes and clicking on Annuities on the right side menu can put you in contact with a local representative of organizations issuing annuities. Sellers of annuities may have a designation of "CAA", "CAC" or "CAS" as part of their professional credentials
Arbitration services are available In the event of a dispute with an advisor or a money management organization. The services of an arbitrator to review the issues and attempt to resolve misunderstandings or disagreements can often be a quick, inexpensive and efficient way to achieve dispute resolution without the necessity of a law suit.
Banking services include routine institutions providing checking and savings accounts, certificates of deposit and other savings arrangements. Banks may also be able to provide credit facilities, such as short-term loans or credit lines as well as mortgages.
Brokerage services specialize in facilitate investments in stocks, bonds, mutual funds and other investment vehicles. Brokerage facilities may also provide financial planning or consulting services as well as retirement planning services. Investment funds are available from your broker in a variety of categories to suit all types of situations and objectives. Brokers may have a designation of "CFS", "CIC", "CMFC" "CPM" or "RIA" as part of their professional credentials
Investment advisory services can help you understand the multitude of investments available. Each type of investment is somewhat unique and carries different risks and potential rewards. Among the categories of investments are: annuities; bonds, including bonds which provide interest subject to income tax as well as bonds which may be free of income tax; certificates of deposit; mutual funds and stocks. Investment advisors may have a designation of "CFA", "CFC" or "ChFC" as part of their professional credentials. Considerations to evaluate as to whether to invest on your own or hire an expert
Life settlement is the sale of a life insurance policy, usually on the life of a person who has limited life expectancy, to provide an opportunity to extract current value from an existing life insurance policy.
Money managers or Portfoloio managers usually work on a fee basis (rather than a commission basis) and have the fiduciary duty to choose and manage investments prudently for their client, including developing an appropriate investment strategy, and buying and selling securities to meet those goals. Money managers may have a designation of "AIF", "AAMS", "CAM", "CAPP", "CFP", "CFS", "ChFC", "CIC", "CMFC", "CPM" or QFP as part of their professional credentials.
Mortgages including conventional mortgages, second mortgages or home equity credit facilities can be arranged to provide funds to acquire real estate or borrow against existing real estate. Reverse mortgages can also be made available and utilized to help meet financial requirements while still remaining in your home without the need to make mortgage payments.
Private banking will allow banking to be done with the highest degree of personalized services and discretion. These services are usually reserved for people or families that have achieved a certain level of wealth. Private bankers may have a designation of "AWMA", "CWM", "CWPP" or "WMS" as part of their professional credentials
Trust services are rendered by a person specializing in the creation of trusts as a tax planning or asset protection tool, among other reasons. They may have a designation of "CTEP" or "CTFA" as part of their professional credentials.
