Investment Services

We’ll make sure your personal investment plan is just that: personal.

INVESTMENT SOLUTIONS

INVESTMENT SERVICES

Everyone has different financial goals. PALOALTO offers a selection of investment services and strategies, and your investment professional can guide you through them to help determine the ones that suit current and future needs.

OPTIONS AND OPORTUNITIES

Some of our investment offerings include:

Stocks/Bonds

Mutual Funds

Exchange Traded Funds

Variable Annuities

Unit Investment Trusts

GET STARTED

Contact your PALOALTO Agent today to get started on your investment plan.

MANAGED ACCOUNT

CREATE A SOLID FOUNDATION FOR BUILDING AND MANAGING WEALTH

With a PALOALTO Managed Account Portfolio, you can benefit from an integrated investment strategy that can combine your goals and desire for diversified investments with your tax and estate strategies*. Our disciplined and personalized investment process is designed based on your time horizon, and risk and return preferences.

LET’S BUILD A STRATEGY TOGETHER

A Your PALOALTO Agent can work with you to create your investor profile. We then construct your managed portfolio based on your investor profile. Managed investing options include actively and passively managed portfolios, separately managed accounts, and multi-style portfolios. Your investment professional will meet with you periodically to make certain that we’re still in alignment with your goals, and understand any life events that may affect your portfolio.

INDIVIDUAL RETIREMENT

YOU DESERVE TO ENJOY YOUR RETIREMENT

While we all have our own personal paths to retirement, a common reality is that most people are responsible for accumulating their own retirement savings. That’s why planning is important. No matter where you are along your path, an experienced PALOALTO Securities Investment Professional can help guide your retirement investment strategy for your personal retirement planning needs.

START OFF STRONG

Obviously you need to balance how much you can put away for retirement versus your current financial needs. But a little discipline today along with your retirement investment strategies can have a significant impact on how much you will have when it is time to retire. The sooner you begin putting money aside for retirement, the longer your savings may grow, and grow.