Investments
Whether you are a conservative or aggressive investor Monere Investments, Inc. has the appropriate solutions for you. Your Wealth Advisor can customize your portfolio to fit your needs while taking into consideration your risk tolerance, time horizon and goals.
We offer a full menu of products including:
- stocks (common, preferred)
- bonds (government, municipal, corporate)
- certificates of deposit (CDs)
- mutual funds
- exchange traded funds (ETFs)
- unit investment trusts (UITs)
- alternative investments (traded REITs, hedge funds)
Monere Investments, Inc. has a dedicated trading desk staffed with industry veterans that can assist your Wealth Advisor in obtaining competitive pricing thus creating more value for you, our client. For more information, please talk to your Wealth Advisor.