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