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Investments should work together to help you accomplish your financial goals.
Investment Products
Types of Investments
Part of the investment planning process is making investment choices that fit your investment strategy. Those investments should work together to help you accomplish your financial goals. We’re dedicated to providing you a wide range of investment products and services to help you meet them.
As an investor, you have many options. Common types of investments include:
Stocks: An investment giving you partial ownership in a company based on the number of shares you purchase. Stocks tend to fluctuate more in the short term but may perform well over time.
Bonds: An investment that functions as a loan to a government or institution in return for regular interest payments. Bonds can provide more stability than stocks, even though bonds have historically provided lower returns than stocks.
Mutual funds: A fund allowing you to pool your money with others in a professionally managed portfolio. Mutual funds offer diversification through a mix of investments, such as stocks or bonds. 1
Exchange-traded funds (ETFs): A basket of securities traded throughout the day — just like individual stocks — on a national stock exchange. Like mutual funds, you purchase shares of an overall fund rather than individual investments. 1
Brokered certificates of deposit (CDs): Brokered CDs are issued by banks, purchased in bulk by securities firms and sold to clients. Investors do not receive physical certificates for their brokered CDs but instead receive a periodic account statement detailing their CD holdings. Brokered CDs’ market value may fluctuate over time. 2
Structured Products: Structured products offer a flexible way to invest with a strategy that’s built around your goals. Whether you're looking to protect your principal, generate income, or benefit from market trends, these products can be tailored to suit your needs. We break these products down clearly, so you understand how they work and where they fit in your portfolio. Our goal is to help you use these tools confidently and effectively.
Alternative Investments: Alternative investments provide access to asset classes beyond traditional stocks and bonds, including private equity, hedge funds, real estate, and direct lending. We’re here to explain how they work and help identify and evaluate opportunities that align with your long-term financial goals.
1Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.
2Generally, CDs may not be withdrawn prior to maturity. CDs are FDIC insured up to $250,000 per depositor per insured depository institution for each account ownership category. CDs may be issued by out of state institutions.
2Generally, CDs may not be withdrawn prior to maturity. CDs are FDIC insured up to $250,000 per depositor per insured depository institution for each account ownership category. CDs may be issued by out of state institutions.