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When you work with an account executive of The Investment Center, you're working with someone who has met the highest standards of professionalism and commitment to client service. Because we do not offer our own proprietary products, your account executive is always free to recommend the products he or she determines to best suit your financial needs.
Established in 1986, The Investment Center has over 300 affiliates offering one of the industry's most comprehensive arrays of quality products encompassing general securities, mutual funds, variable annuities, IRA/pension programs, and no-cost money market funds with free check writing. They can also provide services such as debit cards, bill pay, research reports, recommendations and updates of stocks, bonds and mutual funds, and much more.
If you prefer the simplicity of a fee-base relationship, your account executive can offer you a choice of "Wrap Fee" and Asset Allocation Programs available through The Investment Center. These accounts give you the option of managing the portfolio yourself or having a professional manager do it for you based on your investment objectives.
Acting as General Agent with a variety of insurance companies, we also offer a full portfolio of high-quality insurance products including life, long-term care, disability, and variable products.
The cornerstone of our success - and the success of our account executives - is The Investment Center's commitment to providing superior service. In fact, we believe that, without superior service, all else is bound to fail. More than just a motto, that philosophy is embodied in the full range of support and services we offer our account executives to help them serve you.
With direct access to all major exchanges, The Investment Center is able to execute and confirm transactions promptly and accurately. Using the latest technology, your account executive has account information, quotes, research and trading capabilities at his or her fingertips.
Marketing
Through strategic alliances with leading mutual fund and insurance companies, our marketing department keeps our account executives informed about the many products we offer, as well as industry issues and trends.
As a client of The Investment Center, you also benefit from the latest technological advances that make planning and transacting business convenient and efficient. Our online services and web site make it easy for your account executive to access your account data, execute trading, retrieve quotes, and more. You can even access your own account 24 hours a day, 7 days a week through Pershing's NetExchange Client.
For more information, contact your account executive or call The Investment Center, Inc. at (908) 707-4422.
Independent Thinking Backed by Solid Support