March 19, 2018 | Category: Investments
Popular Securities Investment Advisory Program offers you an extensive and versatile investment, alongside the investment advisor counsel who puts your interests first.
At the onset of the program, your Investment Advisor will help you understand your goals and objectives, to define your risk tolerance. With these inputs, we will work with you to determine the investment strategy that can help you reach those goals. The advice is centered on sound investment principles that include diversification and strategic asset allocation. Through your advisor you will have access to various solutions that include:
Separately managed accounts involve a third-party investment manager that also seek to achieve your financial objectives in one or more investment styles. Custom portfolios allow your advisor to design and recommend mutual funds and/or ETFs, asset allocation, product selection and replacement in an on-going basis, while you maintain ultimate discretion over the portfolio.
All solutions have the convenience of a straightforward, asset-based fee or fee-schedule based on factors such as total investment and type of vehicle and engagement. Fees are disclosed during proposal in the advisory agreement as well as in subsequent quarterly portfolio reports. On a quarterly basis you will receive a comprehensive portfolio review report that includes performance, fees, holdings details and a discussion of markets.
Brokerage and investment advisory services are offered through Popular Securities, LLC, registered broker/dealer and investment advisory firm, member FINRA & SIPC. Popular Securities, LLC is a subsidiary of Popular, Inc. and is affiliated with Banco Popular de Puerto Rico. Popular Inc. and Banco Popular de Puerto Rico are not registered broker/dealers or investment advisers. Investment products are not insured by the FDIC; are not deposits or other obligations of the Bank; are not guaranteed by the Bank; and are subject to investment risks, including possible loss of the principal invested. The suggestions and/or recommendations that may be provided are offered without any guarantee on the performance of any product that could be purchased in accordance with them. Banco Popular de Puerto Rico, its subsidiaries and affiliates do not provide services involving tax, legal, or accounting advice. If you wish legal, tax, or accounting advice, you should consult a professional specializing in those areas. Certain conditions may apply.
Banco Popular de Puerto Rico, its subsidiaries and affiliates do not offer tax, legal or accounting advice. If you would like to receive legal, tax or accounting advice, you should consult a professional specialized in these areas. Investment products and services are offered by Popular Securities LLC, registered broker dealer and member of FINRA and SIPC. Investment products are not insured by the FDIC, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico and may lose value. Insurance products and services are offered by Popular Risk Services an Insurance broker duly licensed by the Office of the Commissioner of Insurance of Puerto Rico. Popular and Banco Popular de Puerto Rico are not registered brokers. Insurance products are not FDIC insured, or other government agencies, are not deposits or obligations and are not guaranteed by the Bank or its subsidiaries or affiliates. Some insurance products may lose value. Popular Securities and Popular Risk Services are subsidiaries of Popular and affiliates of Banco Popular. Popular One is an integrated services platform through which Popular Securities and Popular Risk Services are offered.
Wealth Management services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular.