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