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.
Stocks
If you are interested in pursuing long-term growth, part of your portfolio may be devoted to common stocks. Our investment research service includes:
- Original research on hundreds of companies from Prudential Equity Group1 and Wachovia Capital Markets, LLC2
- Recommendations from our national research correspondents:
- Sanford C. Berstein & Co
- Standard & Poors
- Dorsey Wright (technical analysis)
Walnut Capital Management can help you determine which investment program is most appropriate for you.
(1) Wachovia Corporation is the majority owner and Prudential Financial, indirectly through subsidiaries, is a minority owner of Wachovia Securities, LLC. Prudential, Pru and Rock logo marks are owned by The Prudential Insurance Company of America and are used herein under license.
(2) Wachovia Capital Markets, LLC is a separate, nonbank affiliate of Wachovia Corporation.