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.
Walnut Capital Management Services
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.
Trust Accounts
Through Wachovia Trust, Walnut Capital Management can provide you access to trust services that can help you integrate your investment plan into your estate plan, safeguard your assets for future generations and have full access to professional trust expertise.1
Brokerage Account
With a full-service brokerage account you can work with Walnut Capital Management to invest in multiple asset types—including cash, stocks, preferred stocks, bonds, mutual funds, annuities, unit investment trusts, and more to create an appropriate investment portfolio. Through sound techniques, Walnut Capital Management will help you make sure that your investment portfolio stays appropriately balanced in light of your goals, objectives and risk tolerances and the current state of the market.
Retirement Accounts
It’s easy to put off planning for retirement, especially if the event is many years away. But the earlier you start planning, the longer and more enjoyable your retirement may be. Through a selection of IRAs, SEPs and SIMPLE Plans with Walnut Capital Management, you can choose a plan that can help meet your retirement needs while investing in stocks, bonds, mutual funds, money markets or government securities.
Fee-Based & Portfolio Management Accounts
Using a strategic method of asset allocation, Walnut Capital Management offers fee-based2 and portfolio management products that conform to your risk level, attempt to correlate to market performance and leverage the advice of your Financial Advisor.
Stocks
If you are interested in pursuing long-term growth, part of your portfolio may be devoted to common stocks.
(1) Trust services are offered through Wachovia Bank, National Association, a national banking association (chartered by the Office of the Comptroller of the Currency) and a wholly owned subsidiary of Wachovia Corporation.
(2) Fee based programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. Please carefully review the Wachovia Securities Financial Network advisory disclosure document for a description of our services and information on all fees and expenses.