Boursa Investment Advisors

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. [+] More Info

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. [+] More Info

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. [+] More Info

Portfolio Management

We offer strategies for portfolio management modified according to a client’s profile and needs. [+] More Info

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. [+] More Info
  • 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. [+] More Info