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Investment Options

The primary objective in all aspects of FWG is preserving and protecting our independent representatives and their clients. 

We conduct thorough due diligence assessments on all products and sponsors to insure they meet our stringent vetting criteria prior to approval for offering. Through a broad assortment of investment options and services, our representatives customize their businesses and clients’ portfolios to maximize value by gaining from unique and innovative financial solutions.

Stocks

  • NYSE Listed Stocks
  • NASDAQ Over the Counter
  • All other major Exchanges
  • Foreign Stock
  • Margin Accounts
  • Corporate Finance
  • Employee Stock Option Plans
  • 144 and other Restricted Securities Sales

Bonds

  • Municipal - http://www.emma.msrb.org/
  • Treasury
        -Bills
        -Notes
        -Bonds
       -Strips
  • Corporate
  • Mortgage-Backed
  • Government Agency
  • Structured Note Securities
        -Equity linked Securities
  • Preferred Debt
  • Socially Screened Bonds

Mutual Funds and ETFs

  • Open-end Funds
  • Closed-end Funds

Managed Futures Funds

Social Responsible Investments

  • Green Bond Desk
  • Social Screening

Advisory Services

  • Financial Planning and Consulting
  • Third Party Management
  • Advisor Managed Accounts
  • Wrap Strategists
  • Turnkey Money Manager Platforms
  • Unified Managed Accounts
  • Separately Managed Accounts
  • Performance Monitoring and Reporting
  • Asset Allocation

Retirement Accounts

  • Defined Contribution Plans
  • Traditional IRA
  • SEP IRA
  • IRA Rollover
  • ROTH IRA
  • KEOGH Money Purchase Plans
  • KEOGH Profit Sharing Plans
  • Non Prototype 401(k) and 403(b) Plans
  • Non Prototype Defined Benefit Plans
  • Inherited IRA BDA (Beneficiary Distribution Accounts)

Unit Investment Trusts

  • Equity Portfolios
  • Taxable Fixed Income Portfolios
  • Tax-Free Fixed Income Portfolios

Cash Management

  • Daily Sweep Accounts
  • Money Market Accounts
  • Brokerage Access Check Writing
  • Brokerage Portfolio Check Writing and Visa Debit Card
  • Automatic Bill-Pay Services
  • 24/7 Online Account Access

Broker Check FINRA Firm

 

Copyright © 2001 - 2017  All rights reserved Financial West Group (FWG), Member FINRA/SIPC. The information offered in this website is for viewer information only.  It should not be constructed as an offer to buy or sell securities referred to within or otherwise. Users are encouraged to consult with a professional before making any investment decisions.