- Investment Products
- Alternative Investments for RIAs
- Annuities and Insurance
- Diversify with Mutual Funds
- Investing in Alternative Investments
- Investing in Equities
- Investing in Fixed Income
- Investment Products for RIAs and Private Wealth Managers
- Professionally Managed Accounts
- Research and Trading Capabilities
- Ziegler Cash Management
- Ziegler Underwritten Fixed Income
- Client Services
- Account Types
- 529 Plans
- Account Protection
- Account Protection Frequently Asked Questions
- Brokerage Accounts
- Brokerage Accounts (Single, Joint, Tenants in Common, UGMA & UTMA)
- Corporate Accounts
- Coverdell ESA
- Employer-Sponsored Retirement Plans
- Estate Accounts
- Mutual Fund Only - Traditional IRA
- Mutual Fund Only Roth IRA
- Partnership Accounts
- Retirement Savings Accounts
- Rollover IRA
- Roth IRAs
- SEP IRAs
- Simple IRA
- SIPC, FDIC and Additional Account Protection
- Spousal IRAs
- Traditional IRAs
- Transfer on Death Accounts
- Trust Accounts
Investment Products for RIAs and Private Wealth Managers
Investing in your clients.
As an independent advisor or a private wealth manager, you do not just invest for your clients — you invest in them. Any advisor’s success is linked to the growth and satisfaction of his or her clients, but for an independent advisor it is even more crucial.
Sometimes, finding the right investments to meet your clients’ needs can be challenging. Ziegler offers an array of unique investments that are rooted in our boutique investment banking history and managed by experts in their field, with over 100 years of experience and reputation behind them.
Learn more about these unique products and our support structure that help make it easy for you to invest not just for your clients, but in your clients — and in the continued growth of your own practice.
Ziegler-Underwritten Fixed Income
- Senior Living Finance
- Hospital and Health System Finance
- Church and School Finance
- Renewable Energy Finance
Research and Trading Capabilities
Making it simple
If only it were as easy as finding the right investments for your clients, placing the trades, and monitoring the account. As an RIA or private wealth manager, you know that integrating partner platforms, providing accurate data to your clients and performing ongoing reporting can be difficult at times. Yet these are basic functions that must occur for you to provide the highest level of service to your clients.
Ziegler offers a number of platforms and tools to help you provide service for your clients.
- Delivery vs. Payment (DVP) delivery of securities through Pershing®
- Easy-to-establish trading accounts at Pershing
- Integration with portfolio accounting systems such as AdventTM and CheckFree APLSM
- Client Service Center with financial professionals available to help with any operational questions
- Consolidated statements and in-depth status reports on all Ziegler alternative investments
- Timely and accurate K-1 reporting
- Strict privacy policy. Your client data is proprietary to you. We will not market directly to your clients.