Andrew Garrett, Inc.
Wealth Management Investment Banking Institutional Services
Wealth Management

Take Control of Your Portfolio.

Achieving financial independence is a key goal for many investors. Developing a sound investment plan tailored to your specific needs is the first step towards reaching your goals. Your Financial Consultant will work closely with you to analyze your needs and develop customized financial solutions for your personal situation.

With the many thousands of investments available, it can be difficult to choose those best suited to meet your individual goals today and in the future — especially if you feel you lack the time, expertise or resources to make the appropriate choices.

The Advisor program can simplify this challenging process by providing you with the professional, customized advice of your Financial Consultant.

Advisor — it’s the smart way to invest.

What Advisor Provides You

Advisor offers you everything you need to be an informed investor. And it’s all available in one easy-to-manage account.

Here's What You Can Expect


  • Customized, professional investment advice — Your Financial Consultant will help you develop an asset allocation strategy that’s suited to your needs. Using this strategy to develop your investment plan, you have the opportunity to benefit from the upside potential of a wide range of markets, while limiting the downside risk that comes from owning just one.
  • Access to a wide variety of securities — You can build your portfolio using a wide array of investments including equities, fixed income, mutual funds, etc.
  • No sales charges or transaction fees — You’ll pay just one fee, assessed quarterly, based on the value of assets invested. Securities are purchased commission-free.
  • In-depth research — Your Financial Consultant will have access to timely, objective and concise research from our research team to help you with your decision on which investments are most appropriate for your situation.
  • Ongoing Service — You’ll stay current on your portfolio through regular reviews, monthly statements and portfolio rebalancing.
  • Complimentary Investment Access® Account — You’ll have access to the features of an Investment Access Account, including check writing, a Visa Gold® check card, automatic enrollment in the Rewards Program, among other benefits, at no additional charge.

The right mix of securities can play a big part in your investment success. Advisor can help you get the maximum benefits from your investment portfolio.

Simplify Your Life... With Advisor

Investing can be a time-consuming and complicated process. But it doesn’t have to be. With Advisor, you will have access to a wide variety of investments and the professional advice and support of your Financial Consultant all for a single fee, based on the value of your account. Advisor is your one-stop source for:

  • Personalized investment advice
  • Thousands of investment choices
  • Timely and accurate research
  • Concise monthly statements
  • Regular portfolio reviews and rebalancing of mutual fund portfolios
  • Complimentary Investment Access Account

To learn more about Advisor, contact your Financial Consultant.

 
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