International Private Brokerage™
The globalization of financial markets has resulted in an avalanche of products and information representing both opportunities and risks. The issue today is not just having access to information, but more importantly, being able to identify the difference between a sales pitch and a real opportunity.
Through our extensive network of trading relations we have a wide selection of financial products and services. Likewise, we have access to the best institutional and independent research and economic analysis. With more than 30 years of market experience since 1991, the Portfolio Resources group of companies have the expertise to identify attractive investment opportunities for its clients worldwide. But of equal importance, we are free of investment banking conflicts of interest, a prerequisite for objective analysis and advice.
Service
We provide a highly personalized service and a team approach to assisting our clients worldwide. In addition, our trading relationships and expertise in the international fixed-income markets give our clients added advantage through access to a wide variety of financial products.
Safety
Client accounts are carried by our clearing firm, Pershing LLC., a subsidiary of The Bank of New York Mellon Corporation, one of the oldest, continuously operating financial institutions in the world. Securities in our Corestone Account™ are covered by a combination of the Securities Investor Protection Corporation (SIPC) and an additional insurance policy through a major carrier, up to the total net equity value of your account.
Convenience
The Corestone Account™ gives you the convenience of a consolidated monthly statement with
all your account activities. Through the use of either checks or a Gold VISA® debit card, you have
full access to your money market funds, as well as, additional liquidity through the use of margin
loans for those unexpected expenses. Gold and Platinum debit cards are also available with RewardSuite™.
Fee-based Managed Accounts
If you choose to use a Separate Account Manager or a Managed Mutual Fund & ETF Account through Portfolio Resources Advisor Group you will receive Quarterly Performance Reports, in addition to your monthly brokerage statement.
