PRODUCTS
The firm is very diversified in its
product mix and has many brokers who specialize in just one area or
another. We are registered as a broker-dealer with FINRA and
an introducing broker with the NFA. Both relationships give
our brokers access to more investing opportunities.
SECURITIES:
We are able to offer securities; stocks, bonds,
muni's, retirement accounts, etc. through our clearing relationship
with
Hilltop Securities, Inc. 717 N. Harwood Street,
Suite 3400
Dallas TX 75270 214-859-1800
MUTUAL FUNDS:
In addtion to that relationship, the firm has many selling
agreements with various mutual fund companies such as: American
Funds,
BlackRock,
Fidelity,
Franklin Templeton,
Invesco,
Oppenheimer,
Putnam Funds,
Vanguard and more. You can place them with our
clearing firm or hold them directly at the mutual fund company.
ANNUITIES:
The firm has limited annuity relationships due to
the nature of the product and the limited insurance business we do.
Some of those relationships are with;
Allianz,
Jackson National,
Lincoln National,
MainStay,
Mass Mutual,
NYL,
and
Prudential.
COMMODITIES:
Futures investing offers your clients an
opportunity to offset the other sectors of the market with
straight commodity trading accounts or through the use of managed
futures accounts and CTA's. We have relationships with many
managers through our relationship with
RCM an introducing broker-dealer with
the NFA.
ALTERNATIVES: PICI believes that in most every real investment
portfolio there is a situation (or a portion of that portfolio)
which is appropriate for the introduction of one
or more alternative investments. Whether it is a professional money
manager, rare coins, oil & gas program or managed futures product,
diversity is the key.
It is
undisputed in this industry that brokers whose clientele consists
mostly of managed money relationships or alternative investments
have substantially more time to develop additional relationships or
perhaps even more free time. The firm finds that our most successful
brokers are those whose business is comprised of managed money or
alternative investments.
Below are some of the alternative
investments that the firm has associations with. We do not believe that there is a
single broker in the firm that would not benefit by a relationship
with one or more of these relationships.
