Through our retail investment brokers who work around the globe, we assist potential and existing clients with their investment decision process.
Our retail offer advice on fixed income and equity products and maintain access to life insurance products and annuities. When given the opportunity, we will work with you to develop a complete assessment of your financial needs and provide many resources through which to achieve your goals:
· Mutual Funds
· Individual Retirement Accounts
· Personal Financial Planning
· Private Banking
· Currency and Money Market Funds
· Retirement Planning
· Estate Planning
· Capital Accumulation Planning
· Government Securities
· Corporate Bonds
· Municipal Bonds
· Business Financial Planning
· Qualified Retirement Plans
Investment Advisor Portfolios
Among several available investment options, you may choose an investment advisor to run a custom-tailored investment portfolio that maps to your particular risk tolerances and liquidity needs. Investment advisors often receive fee-based compensation for their services. Investment advisors are also required to act as a fiduciary on their clients' behalf - that is, they are mandated to act in your best interest.
Money market funds
Money market funds provide daily liquidity and by law must maintain a weighted-average maturity of 90 days or less. While some liquidity is necessary to meet burn rates and unscheduled expenses, you may be able to afford to move a majority of your cash into securities that, while still conservative, offer longer-maturities and potentially higher-yields.
Short-term bond funds
Short-term bond funds invest in securities with longer maturities; however, the funds may have fluctuating net asset values, meaning that you could post either a realized gain or loss any time you need liquidity from a fund.
You can construct your own portfolio by purchasing investment products such as certificates of deposit, commercial paper and corporate notes, from banks and brokerage houses. However, this option may require internal research staff, deep investment knowledge and the most time.
Brokers may manage cash portfolios for "no fee," however, this does not mean they aren't compensated. Instead, the brokerage firm may receive commissions by trading securities into and out of your portfolios. It is prudent to consider the potential conflict of interest that may exist under such an arrangement, as the brokerage firm's revenue may be directly related to how the firm manages your cash portfolio.
Equity Services / Retail Investment
CFDs, which are leveraged products, incur a high level of risk and can result in the loss of all your invested capital. Therefore, CFDs may not be suitable for all investors. You should not risk more than you are prepared to lose. Before deciding to trade, please ensure you understand the risks involved and take into account your level of experience. Seek independent advice if necessary. Hastings Asset Management reserves the right to make a final determination on whether or not you are eligible for any particular product or service.
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