Investment Services

Annuity Consulting

Given the vast array of ever-evolving products available, ProEquities gives you access to a consultant who can help you navigate the features and benefits of each option. With the onslaught of numerous fixed, fixed indexed, and variable annuity offerings, our consultant will customize the solution for your client based on their needs and objectives. Using our online order entry system, annuities are processed more smoothly and efficiently than ever before.

ERISA Consulting

Looking for assistance with your retirement plan business? We have in-house expertise that will help you navigate this complicated sector of the financial services industry. The retirement planning business is often slow and tedious. Let our consultant speed up the process by assisting you along the way. ProEquities can support you as a fiduciary and give you the tools necessary to fulfill this obligation.

Due Diligence

Our extensive due diligence process consists of both quantitative and qualitative assessments designed to keep you informed of current opinions regarding the various investments and managers we recommend on our platform. Our due diligence committee can help you dissect the often contradictory information available in the marketplace. We can also assist you in the manager search and selection process so more of your time is spent productively with clients. Additionally, you have access to our due diligence files and summaries for your own research purposes.

Protective Securities

Working directly with our fixed income traders, we offer a variety of competitive products, and also the tools, talent and execution to satisfy your needs.

Equity Research

Allow us to open the doors to financial professionals and industry-leading technology to assist you in researching and utilizing products to fit your clients’ needs.

1031 Exchange Programs

This area is critical, but complicated. While our experienced advisors cannot offer tax advice, we believe experience in this strategy can take your practice to the next level. Protecting the growth of a real estate investment can make you the advisor of choice for high net worth clientele.

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