Individual Investors - Overview

Sloan Securities Corp. offers a vast array of financial services tailored to meet the needs of individual investors. Our private client services team caters to high net worth individuals providing sophisticated portfolio assistance across all asset classes. We work with our clients to evaluate their long and short term objectives and then we custom tailor an investment strategy to meet these goals. Through frequent consultation with our clients, our experienced team of investment professionals reviews and updates investment performance and objectives. Our state-of-the-art portfolio management system enables us to provide up to the minute snapshots of investments and collaborate with our clients' other financial, tax or legal advisors.

For those investors wishing to self-direct their investment decisions, we offer an online trading and research capability. Investors can log on through our web site to trade, inquire or research many aspects of their investment portfolio. Of course, our technology is backed up by our attentive and caring client services team which is there to answer your questions and provide technical support via e-mail and telephone.

 

Services Available to Individual Investors Include:
Custom Tailored Investment Strategies for High Net Worth Individuals Asset Allocation Online Discount Brokerage Equities Options Fixed Income	Over 6000 Mutual Funds Alternative Investments Managed Accounts Estate Planning Asset Protection Retirement Accounts Check Writing and Debit Card