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    Investments and Advice for
    Individual Investors

    We offer individual investors a full array of solutions to help achieve their financial goals. More importantly, our financial advisors offer honest, unbiased advice. No matter which stage of life you are in, or how complex your personal situation is, our professional advisors take the time to learn about you. Our solutions encompass traditional brokerage services, professionally managed accounts and financial planning services.

    As you navigate your financial future, your financial advisor is your guide along the way, providing investments and advice — tailored for your life.

    Learn more about our full suite of financial services.

     

    Investment Products

    Financial Services

    • Stocks
    • Exchange Traded Funds (ETFs)
    • Structured Products
    • Unit Investment Trusts (UITs)
    • Municipal, Corporate and Tax-Exempt Bonds
    • Money Market Funds
    • Certificates of Deposit (CDs)
    • Mutual Funds
    • Real Estate Investment Trusts (REITs)
    • Commodity Funds
    • Annuities and Insurance
    • Professionally Managed Portfolios*

     



    • Financial Planning
    • Pre-retirement planning
    • Retirement income planning
    • Estate planning
    • College Savings planning
    • Cash Management
    • Trust Services
    • Charitable Giving
    • Corporate Executive Services
    • Online access
    • Electronic-delivery of documents
    • Performance reporting

     


    *Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s separately managed account.
    Investment consulting services are offered at Ziegler only through investment advisory programs and are not available through traditional brokerage accounts and products. B.C. Ziegler and Company is both a broker-dealer and a Registered Investment advisor, and it offers both brokerage and investment advisory services.
    Ziegler does not provide tax advice. Please consult your tax advisor on tax-specific matters. Specific state laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information.
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