FirstSouthwest Clearing provides access to a variety of innovative wealth management products and services.
Equities. We offer clients direct access to all publicly traded stocks on all principal exchanges.
- Publicly Traded Stocks on all exchanges
- Unit Investment Trusts
- Structured Investment Products/Notes
Mutual Funds. Clients have access to more than 8,000 mutual funds through our online order entry system. We offer comprehensive, accurate processing and reporting with convenient, consolidated client statements.
Options. As a member of the Option Clearing Corporation, we can accommodate all our clients' option needs through our online system or trading desk.
Managed Account Services. Our managed account services, offered through Albridge, provide a consolidated view of all client holdings, regardless of where they are held.
- Professionally Managed Accounts
- Advisor Managed Fee-Based Accounts
Fixed Income. As part of a leading financial advisory and underwriting firm to hundreds of municipalities across the country, we have expertise in fixed income clearing.
- Municipal, Government & Corporate Bonds
- Money Market Accounts
- Certificates of Deposit
- Market Indexed CDs
- Income Oriented Mutual Funds and UIT's
Retirement Accounts & Education Planning
- Self-directed 401(k) Plans
- Cash Balance Plans
- Defined Benefit Plans
- Traditional, Roth and SIMPLE IRAs
- Simplified Employee Pension Plans (SEP)
- Coverdell Education Savings Accounts (CESAs)
- UGMA/UTMA Gifts
- 529 College Saving Plans
- 403(b) Tax-sheltered Custodial Accounts (TSCA)
- 457 Plans
- Pension Plans
- Profit Sharing Plans (PSP)
- Money Purchase Pension Plans (MPP)
Insurance
- Fixed and Variable Annuities
- Life Insurance
- Long-Term Care
- Disability Income
- Medicare Supplement
Insurance Programs. We offer several insurance solutions to help our clients' customers make the most of their savings. Solutions include Fixed and Variable Annuities, Risk Management, Life Insurance, Disability Insurance, and Long Term Care Insurance.
Various Estate Planning techniques to maximize your wealth. Products include Irrevocable Life Insurance Trust, Credit Shelter Trust and a Special Needs Trust.
To learn more about our capabilities, please contact us today.