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Money-Management Services

We can assist you in developing a portfolio that balances your personal or corporate needs for preservation of capital, growth, and current income. In addition to corporate cash management and traditional brokerage services, we offer four types of value-added fee-based money-management programs.

• Pilot Plus* is a fee-based monitored brokerage account. Your Financial Consultant makes investment recommendations while you make the final decisions. You also receive a written performance report quarterly.
• Masters, DMA, Network, or Compass allows you and your Financial Consultant to choose an outside professional investment manager from more than 1,000 firms nationwide. Your Financial Consultant monitors the manager's performance with you four times a year.
• FundSource^SM is an innovative service that selects mutual funds from an extensive universe--including well-known no-loads. Through this service, your Financial Consultant will provide a portfolio suited to your investment objectives, along with performance monitoring and recommendations as needed. For a copy of FundSource terms and conditions, including advisory fees, please contact our office.

*Pilot Plus requires $50,000 in investable assets.  FundSource and Custom Choice require $25,000 in investable assets.  Other programs have different minimums, please contact Investors Security for Offering Documents with full details.  FundSource and Custom Choice are a service mark of, and funds are purchased through, First Clearing LLC.  The prospectus for mutual funds contain complete information, including charges and expenses.  Before investing or sending money, read the relevant prospectuses carefully.