What We Offer

WIS diverse investment solutions to include; Stocks, Bonds, Mortgage Backed, Government Agency, Asset Management, Retirement Accounts, Alternative Investments, Unit Investment Trusts, Cash Management and Insurance.

 

Stocks

NYSE Listed Stocks
NASDAQ Over the Counter
All Other Major Exchanges
Foreign Stocks
Initial Public Offerings
Margin Accounts
Corporate Finance
144 and Other Restricted Securities Sales
Employee Stock Option Plans Preferred Stocks

Bonds

Municipal
Corporate
Treasury
(Bills, Notes, Bonds & Strips)
Mortgage Backed
(CMA, GMNA & FNMA)
Government Agency
Certificate of Deposit Securities
Structured Note Securities
(Equity Linked Securities)

Government Agency

Certificate of Deposit Securities
Structured Note Securities
(Equity Linked Securities)

Unit Investment Trusts

Equity Portfolios
Taxable Fixed Income Portfolios
Tax-Free Fixed Income Portfolios

Cash Management

Daily Sweep Accounts
Money Markets
Check Writing
Gold or Platinum Visa Debit Card
Insured CDs
Automatic Bill Paying Services
Online Account Access

Insurance

Fixed Annuities
Variable Annuities
Term Life
Variable Life
Universal Life
Whole Life
Disability
Long-Term Care

Asset Management

Independent Manager Search
Performance Monitoring and Reporting
Wrap-Fee Accounts
Asset Allocation
Third-Party Managed Accounts
Separately Managed Accounts
Rep as Portfolio Manager Accounts

Retirement Accounts

IRAs/SEPs
Defined Benefit
Defined Contribution
Money Purchase
Profit Sharing
403(b)
401(k)
Solo 401 (k)

Alternative Investments

Oil and Gas
REITs
1031 Exchange
Equipment Leasing
Managed Futures
Equity Linked Notes

COMMUNITY CONSCIOUS INVESTING

Socially responsible investing: incorporating personal values with investment decisions Socially responsible investing provides a mechanism for investors to align personal...

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QUICK LINKS
  • Contacts
  • Kim Addarich
  • Syndicate Manager
  • New York, New York
  • kaddarich@wisdirect.com
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