Products and Services
Based on suitability, profile and interests of our clients, we are able to offer the following products and services.
Equities
We offer our expertise in helping our clients select investment ideas in stocks as well as other investment vehicles.
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- Common Stock represents ownership interest in a corporation and holds claim to a portion of the assets and earnings.
- We offer a broad range of strategies and styles across the equity markets and we cater to retail and institutional investors.
Options
We offer options strategies for clients looking for hedging, speculation, income, income and appreciation, short-term growth, long-term growth, and preservation of capital. Options involve risk and are not suitable for all investors. Options trading can be speculative in nature and carry substantial risk of loss of capital.
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Fixed Income
We offer a variety of fixed income choices from Corporate to Government fixed income securities and Certificates of Deposit that are FDIC Insured.
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- A bond is a legal obligation of an issuing company or government to repay the principal of a loan to bond investors at a specified future date while earning interest.
- We also offer Certificate Deposits called CDARS, which is the Certificate of Deposit Account Registry Services. It’s one of the ways to access full FDIC insurance on deposit amounts larger than $100,000.
- The Security of full FDIC insurance.
When you place your large deposit through CDARS, the entire amount is held in CDs issued by banks within the CDARS network. The CDs are issued in increments of less than $100,000 to ensure that both the principal and interest are eligible for full FDIC insurance.
- FDIC insurance is backed by the full faith and credit of the U.S. government.
- How does CDARS work?
- You sign a Deposit Placement Agreement and agree to a rate and term (rates are set every Thursday).
- Your funds are placed through the CDARS service.
- Your initial deposit is broken down into smaller increments of under $100,000 and placed with banks in the CDARS network.
- Lastly, you receive written confirmation of your deposit and one regular statement showing your CDARS investment.
- To Learn More about CDARS see http://www.cdars.com/
Portfolio Management
We offer strategies for portfolio management modified according to a client’s profile and needs.
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- Your Boursa Investment representative works with you to plan an investment strategy based on your investment needs, profile, objectives, time horizon, and risk tolerance. Boursa provides the capabilities and resources required to carry investment strategies suitable to meet client needs. Contact a Boursa Investment Representative.
Accounts
We offer an array of different types of accounts for investing and saving.
Mutual Funds
Boursa Investments has the ability to leverage the resources available through our clearing firm Wedbush Securities. Boursa Investments is able to provide clients access to over 180 mutual fund families with availability surpassing well over 10,000 stock, bond and allocation funds. All investing involves risk, including the possible loss of principal and there can be no assurance that any investment strategy will be successful.
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Stock Funds
A wide variety of stock funds are available from all categories. These come in multiple varieties and share classes to meet your individual needs.
Bond Funds
Many different types of bond funds are available, ranging from U.S. Government to Emerging Market Debt. Bond funds are subject to interest rate and credit risk.
Specialty Funds
Unlike strictly stock or bond funds, which can have a singular investment focus, We also offer access to a multitude of unique and varied mutual funds--some even focused on a specific industry. Specialty funds carry more risk than more diversified funds because of the concentrated nature of their investments
Other Financial Services
In addition to the above, we offer checking accounts, debit cards, and money market accounts.
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ClientLinkTM - Online Access
Service your Boursa accounts 24 hours day, 7 days a week. Wedbush’s ClientLinkTM provides convenient online account access anytime you want it. Instantly review all account information, monthly statements, trade confirmations, tax statements, and more. Through ClientLinkTM, you can also obtain quotes, news, and access to our proprietary equity research reports. This convenient service is a simple way to stay up-to-date on all of your accounts and gives you additional resources to help you make well-informed investment decisions.
CreditPlusTM
CreditPlusTM is a central asset management tool that combines your securities, checking, and Visa Gold Card transactions into one single account. Our product is specially designed to help save you time and money with immediate access to funds, interest-bearing checking, unlimited check writing and convenient record keeping.