Some of Our Products
Your success is measured by how well you meet your clients’ unique investment needs. Working with us provides you access to an array of products, so you can optimize your offerings. Because none of our products are proprietary, you craft client solutions based on your clients’ needs, not IJL Financial Advisors, LLC’s.
- Individual Stocks and Bonds
- Traditional share class Mutual Funds
- Fixed, Immediate and Variable Annuities
- Life and Long Term Care Insurance
- Separate Managed Accounts (SMA) and Unified Managed Accounts (UMA)
- Discretionary & Non-Discretionary Fee-Based Portfolio Management
- Fee-based Financial Planning or Flat-Fee client billing capabilities
- Alternative Investments - Managed Futures, Hedge Funds, Private Equity, REITs, Oil & Gas, etc.
- Structured Notes and Equity-Linked CDs
- Bond Central - Corporate, Municipal & Treasury Bonds, Preferred Securities, CDs, etc.
- Direct access to dedicated fixed income traders
- Money Market Funds
- Cash Management
- Solutions for Trust Services