Our Services
Fee-Based & Portfolio Management Accounts
What is an Exchange Traded Fund? (ETF’s)
An Exchange Traded Fund, or ETF, is a security that tracks an index or a bundle of assets, S&P 500, Nasdaq 100, the Dow Jones Industrial Average or the Lehman Treasury Index. An ETF may also represent a particular industry sector...Read More >>
Why Are Investors Attracted to ETF’s?
- They tend to cost less.
- We believe there is a clear cost ratio advantage over mutual funds.
- There are no sales loads or investment minimums required to purchase an ETF.
- They may be more “tax efficient”
than mutual funds.
Exchanged Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost.
Fixed Income
Dealing with a single firm—even one with widely varied services—can have its limitations. This is especially true with regard to fixed income. While some firms are best known for municipal bonds, others may support a more active corporate or government bond inventory. Still other firms may offer more support for investments like preferred stocks. At Walnut Capital Management, we believe it is important to support all these areas.
That is why we utilize BondDesk, an integrated fixed income trading platform available to us through Wachovia Securities Financial Network. Through BondDesk we are able to access the inventories of a wide variety of broker dealers including such firms as:
- ABN Amro
- Dain Raushers
- Pershing LLC
- Bank of America
- Goldman Sachs
- Raymond James
- Wachovia Securities
- UBS Financial Services
- Prudential Financial, Inc
- Spear Leeds & Kellogg
- Bear Stearns
- TD Waterhouse
- Susquehanna Partners