Products and Services Offered Through Presidential Brokerage, Inc.

Products and Services offered at Presidential Brokerage, Inc.

Selected Products & Services

Based upon research and information provided to us by First Clearing Corporation, Smith Brothers, Dorsey Wright, Standard & Poors, and other highly regarded sources, our Financial Consultants provide an array of investment products and services. Among these you will find both large and small cap stocks, government and corporate bonds, mutual funds, and insurance. Depending upon an individual Financial Consultant’s personal approach to investing, he or she may incorporate investment-selection strategies such as Point & Figure Charting, CANSLIM, and/or sector rotation.

A powerful investment tool frequently used at Presidential – especially in getting to understand the needs of a new client – is our sophisticated asset allocation system, Envision (see below). For many new clients, it is the first time they have been presented with their complete "big investment picture." Following are some examples of financial services and products available at Presidential Brokerage.

ENVISION — A series of sophisticated financial planning modules, each designed to help you address a specific financial need:

Accumulation Planning—designed to help determine to what extent you are prepared to fund your financial dreams.
Education Funding—creates a program to help pay for college for your children or grandchildren.
Portfolio Analysis—a proprietary approach to asset allocation that uses eight questions to help determine your risk profile and develop a suggested investment strategy. It then compares the recommended strategy to your existing investment strategy on a hypothetical basis for performance and risk exposure.
Retirement Planning—helps bring structure and planning toward preparing for your years ahead. Making the most of your investments can mean the difference between living your retirement dream . . . and just getting by.
Survivor Needs—life can be unpredictable. A primary goal of many investors is to help provide for the people they care about most in life. We can help you leave a legacy to your heirs, charities, or other causes important to you.
Estate Preservation—helps maximize what you are able to pass on to others. We can assist in evaluating, reviewing, and preserving your estate assets.