Working with Monere Investments, Inc., you can gain access to a broad range of innovative solutions currently available on the market. We can customize your portfolio with the most appropriate investments for your business and you.
We offer a full menu of products including:
- Alternative Investment Solutions - Offer a variety of flexible alternative investment solutions, including a comprehensive platform to custody and manage your alternative investment products;
- Annuity and Insurance Solutions – Provide access to the best trusted annuity and insurance companies and provide ability to link your annuity and life insurance contracts to your brokerage accounts;
- Cash Management Solutions – Help you with your cash flow needs;
- Education and Health Savings - Provide clients with tax-advantaged solutions to key long-term financial needs;
- Fund Solutions - Access a vast array of mutual fund choices;
- Lending Solutions - Help you meet liquidity needs or extend your investment power;
- Managed Investment Solutions - Choose from a range of innovative open-architecture and turnkey programs;
- Retirement Solutions – Plan for your retirement with our customized programs;
- Wealth Management Solutions - Strengthen your finances with solutions to help maintain, grow, and safeguard wealth;
Monere Investments, Inc. has a dedicated trading desk staffed with industry veterans that can assist you in obtaining competitive pricing thus creating more value for you, our client. We can also offer large volume and block trading. For more information, please contact us.