Wealth Management Services

Since 2003, Avisen Securities has been assisting high-net-worth families enhance and preserve their wealth for future generations. As a full-service investment firm, we are able to offer a comprehensive array of financial products and wealth management services to meet the unique needs of our clients.

Our Private Client Services include the following investment solutions:

  • Investment Management and Advisory Services
  • Wealth Management Planning Services
  • Insurance and Annuities
  • Individual brokerage products often used in the services we provide may include the following:
    • Equities
    • Taxable and Tax-Exempt Fixed Income Products
      • Corporate Bonds
      • Municipal Bonds
      • Foreign Bonds
      • Government Bonds
      • CMOs
    • Mutual Fund Products
      • Open-End Funds
      • Closed-End Funds
      • Advisory & No-Transaction Fee Programs
    • Exchange Traded Funds (ETFs)
    • Alternative Investments
  • Asset Management Services

Get To Know Us

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us Today