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PRODUCTS
Short Term Income
- Certificates of Deposit
- Corporate Bonds
- Treasury Bills and Notes
- Prime Rate Income Funds
- Reverse Exchangeables
- Medium Term Notes
Long Term Income
- U.S. Treasuries
- U.S. Agencies
- Preferred & Senior Securities
- Mortgage Backed Securities
- Interest Rate Yield Curve CDs
- Commodity Linked Investments
- Currency Link Investments
- Inflation Protection Investments
- Step-Up Interest Rate Investments
- Foreign Bonds
Investment Growth
- Corporate Stocks
- Equity Mutual Funds
- Growth CDs and Bonds
- Stock Market Index Investments
- Non US Stocks
Interest on Cash Deposits
- Money Market Funds
- Interest on Un-Invested Cash
- FDIC Insured Sweep Accounts
Income Tax Reduction
- Municipal Bonds
- Tax Credits and Shelters
Retirement
- All types of IRAs
- Keogh Plans
- Pension & Profit Sharing Plans
- Individual 401k Plans
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SERVICES
Online Internet Access
Portfolio Management
- Self Directed
- FISN Managed
- Balanced Fund Portfolios
- CD Deposit Administration
Client Communications
- Consolidated Statements
- Householding Statements
- Quarterly Performance Review
- Transaction Confirmations
- Periodic Client Meetings
- Online Statements, Confirms & Tax Statements
Monthly Account Statement
- All Securities Transactions
- All Holdings, including Mutual Funds
- VISA Card & Check Transactions
- Portfolio Valuations & Allocations
- Accrued Interest Estimates
Funds Transfer
- Fed Wire Transfers
- Automated or Custom Payments
- Systematic Investments
- International Wire Transfer
- Foreign Currency Wire Transfer
Transactions
- Check Writing
- ATM Card
- VISA Debit Card
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