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Investments and Insurance - Popular Private Client
Investments and Insurance
Regular assessment is essential.
Investments
Our mission is built around a 3-step process:
- Understanding your goals
- Creating a plan that will achieve your objectives based on our experience and success
- Continually updating you on progress and proposed strategy shifts
Investment Products
Multi-Strategy Accounts
Separately Managed Accounts
Mutual Funds
ETFs
Self-Directed Trading Accounts
College 529 Plans
Customized Financial Plans
Retirement Planning
Our holistic approach to your retirement is based on an in-depth understanding of your financial priorities. We take into account your important financial goals, such as buying a second home, as well as helping you estimate the changing variables of retirement.
Retirement Variables
Savings and Spending
We work with you to review and optimize your savings and spending rates, to help you align how much you will need in retirement.
Portfolio Risk
Taking a balanced approach to investing helps manage portfolio risk. We review your portfolios on a regular basis, which can help account for economic trends, investment performance and change in goals/objectives.
Investment Approach
Maximizing the benefits of your employer-sponsored plans, a 401(k), 403(b), or 457, and tapping into the other tax-advantaged plans such as IRAs and small business retirement plans, is one of the best ways to accumulate retirement savings. By reviewing your taxable portfolio, we help you allocate your assets most effectively.1
Longevity and Retirement
If you’re in good health, have longevity in your family, and live a healthy lifestyle, there’s an excellent chance that you or your spouse could live to 90 or beyond. We can help you plan for these extra special years.
Insurance
Our alliances across multiple insurance companies allow us to provide solutions for both personal and commercial risk management. We offer a wide array of insurance products including life and disability, among others.
Your Private Banker may assist by reviewing your current insurance policies and recommending additional insurance solutions, if warranted.
Types of Coverage
Buy-Sell Agreements
Key Person Insurance
Whole Life
Term Insurance
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.
1Certain restrictions and conditions apply. Not all tax advantages may be available to you. The above is general information regarding IRAs. Specific questions on taxes, contributions, deductible qualifications and withdrawal rules, as they relate to your individual retirement accounts, should be reviewed with your professional tax advisor.
