Tailored investment solutions designed for your business.

At Popular Investments, we understand that every business is unique. That’s why we offer stocks, bonds, and mutual funds that can meet a range of goals and risk profiles. Whether you are a business owner planning for the future or a commercial company optimizing your investment strategy, our team can help you evaluate your investment options with context and confidence.

Build an investment portfolio that meets your needs.

With a variety of stocks, bonds, and mutual funds, our team of financial consultants1 can build you a customized investment portfolio for your business.

Corporate bonds

Corporate bonds

Boost your investment potential with debt securities issued by companies.2

Municipal bonds

Municipal bonds

Achieve tax advantages while earning interest yields through municipal bonds.2

Treasury and agency bonds

Treasury and agency bonds

Reduce risk and maximize returns by investing in bonds backed by the U.S. Treasury or federal agencies.2

Stocks

Stocks

Choose from a wide range of publicly traded stocks, as well as take advantage of professional portfolio management.2

Structured CDs and notes

Structured CDs and notes

Seek long-term growth and steady payouts for your business while minimizing short-term risk.2

Mutual funds

Mutual funds

Diversify your investments3 and seek long-term growth with a variety of mutual funds.

Let’s get started on your investment portfolio.

Our financial consultants1 are here to guide you through every step of the investment process.

Step 1

Assess
We want to understand your financial goals and objectives.

Step 2

Consult
We'll make personalized recommendations based on your needs.

Step 3

Implement
We'll help you create an investment portfolio tailored to your needs.


business investment portfolio

Let's make a plan to drive your business forward.

Are you ready to get started on your business’s investment strategy? Our trained financial consultants1 ready to discuss your investment options so we can find the right solutions for your business.



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Why choose the Popular Investments team?

Expert advice

Expert advice

Our trained investment professionals are ready to discuss your options and find what's right for you.

Unbiased feedback

Unbiased feedback

We aren’t pushing our own investment products, so you get unbiased feedback.

Personalized service

Personalized service

We listen to your needs, because you're not a number in a portfolio.

Ease of doing business

Ease of doing business

We’re very hands-on throughout the entire process, so you can focus on the growth of your business.

Get started with one of our financial consultants today.

Our team of dedicated financial consultants1 offers a personalized approach, guiding you through every financial life stage. Schedule a personalized planning session today.

Get started
Talk to a financial consultant

Find more investment solutions for your business.

Annuities and insurance

Annuities and insurance

Protect your business with our annuities and insurance solutions.

Learn more
Tax-efficient investing

Tax-efficient investing

Discover how our investment solutions can help reduce your business’ tax burden.4

Learn more
Business employee retirement plans

Business employee retirement plans

Find the retirement plan that's right for your business and your employees.

Learn more

Investment Insights

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1All Popular Investments® Financial Consultants are registered representatives of Infinex Investments, Inc.

2The above is general information regarding these investment products. Some of these products may not be appropriate for all individuals and are subject to risks. Specific questions on the risks and limitations should be reviewed with our financial consultants.

3Diversification is a method of helping to manage risk. It does not assure a profit nor the avoidance of loss.

4Popular Investments® does not offer tax advice. Please consult your tax professional prior to investing.

Broker Check by FINRA

Securities and advisory services are offered through Osaic Institutions, Inc. (“Osaic Institutions”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Osaic Institutions or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA, also known as PIA US Insurance Agency (PIAUS), is a wholly owned subsidiary of Popular Bank, a New York state-chartered financial institution. Osaic Institutions or its affiliates are separate entities from and are not affiliated with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Osaic Institutions, or as insurance agents of PIAUSA. Osaic Institutions registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.

Please never share your Popular account details with anyone. Popular will never ask you for your password through email, social media or a third-party website. Learn more.