John J Smith, CFA
Like all of the advisors with IFS Securities, I believe in the value of truly independent advice. No other client has the specific needs and goals you have, so I’ll work hard to understand all of your views and tailor an investment program just for you.
Investment management is a dynamic process. As your life situation changes, so will the financial plan we develop together to meet your evolving needs. Among the tools we will consider are:
- Common stocks, preferred stocks, mutual funds, and index funds (ETFs)
- U.S. Federal, municipal, foreign sovereign, and corporate bonds
- Insurance and annuities
- Certificates of deposit (CDs)
- Unit investment trusts (UITs)
- Separately managed accounts
- Trust management
In addition to being able to access your account online in real time, you’ll be able to see full tax reporting, profit/loss statements, and other current account information. You’ll also be able to access your available account funds through check writing, debit cards, and margin loans. Because we use the sophisticated account management resources of Raymond James and Sterne Agee – firms with longstanding reputations for security and excellent reporting – you’ll know your funds are protected.
In addition, IFS Securities is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Of course, any investment may lose value, but SIPC membership gives you additional confidence regarding your account.
Contact me with any questions you have, and let’s talk about the right investment approach for you.