Equities

Equities are simply units of ownership in a corporation (or shares), in the form of common stock. If you’d like to invest in individual stocks (also called securities), we use extensive research to help you identify individual securities. All of your investment choices together are called your portfolio. We keep a keen focus on your portfolio’s overall asset allocation (what percentage of your money is invested in each type of security), so we’re always evaluating how your objectives and needs are being met.

We’ll give you information and recommendations for purchasing initial securities, and whether to buy, sell, or hold over time, as we monitor and evaluate individual stocks and the latest market conditions.