People’s Securities offers professionally managed investment portfolios of mutual funds, exchange-traded funds (ETFs), stocks and fixed income securities. Whether you have $10,000 to invest or have amassed significant wealth, your financial advisor or investment portfolio manager will work with you to understand your investment goals and objectives, as well as understanding your time horizon and risk tolerance in order to determine the right solutions for you.
- Professional money management
- Managed risk through broad diversification by asset class and style
- Detailed statements and performance reports to keep you informed of the status of your portfolio
- Ongoing monitoring and rebalancing of your portfolio
- Regular meetings with a financial advisor or investment portfolio manager
- Full-time management for an initial investment as low as $10,000
Managed Advisory Portfolios:
Using one of our asset management services can reduce financial risk while enhancing the potential for return on your investments. Managed portfolios of mutual funds, exchange-traded funds (ETFs) and stocks are available through our Financial Advisors for an initial investment as low as $10,000.