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Platforms and Products
KEY POINT:  HALLIDAY FINANCIAL GROUP PROVIDES ITS ADVISORS WITH ACCESS TO THE VERY BEST INVESTMENTS AVAILABLE.
  • We have selling agreements with every major mutual fund family and variable annuity. (See link to lists below)
  • We have the entire Pershing platform. (See pdfs below) 
  • We have in-house and third party fee-based money management. (See SEI and TSA Portfolio Management STAR Brochure)
  • We have relationships with many of the country's top insurance companies.

In short, if you need a platform or product to build a great practice, we've got it, or can get it. Between the list of Vendor-Direct Products and the pdf brochures on Pershing's offerings and the other programs we make available, you will learn alot about our platforms and products. But, if you still have questions about platforms or products not answered here, let us know.  Call Tom Barker at (518) 463-2200 ext. 131 or (516) 671-1099 ext. 131.

VENDOR-DIRECT PRODUCTS

A number of our advisors use mutual fund and annuity accounts created directly through the vendor with which we have selling agreements.

  • CLICK HERE to view the Mutual Fund Families available to our advisors either directly (loaded funds) or through our TSA Portfolio Management STAR managed accounts (fee-based no loads)
  • CLICK HERE to view the Annuities available to our advisors.
PERSHING BROKERAGE

Other HFG advisors prefer to use Pershing's Brokerage platform to solve their clients' problems.

The beauty is that you do not have to choose just one way of running your practice.  For some clients, a mutual fund direct account makes the most sense.  For others, the Pershing platform provides increased sophistication and services that are necessary to meet that client's objective.  You get to decide which platform works best. 

PLACE YOUR CURSOR OVER THE IMAGES BELOW TO GET THE TITLE OF EACH PDF THEN CLICK TO OPEN THE DOCUMENT TO READ ABOUT PERSHING'S and SEI's PROGRAMS IN THEIR WORDS.

Procash Plus PDF
Procash Plus

Consolidated Statement PDF
Consolidated Statement
Portfolio Evaluation Service PDF
Portfolio Evaluation Service
Fundvest PDF
Fundvest
Bondcentral PDF
Bondcentral
Wealth Management PDF
Wealth Management
Retirement Planing PDF
Retirement Planning
SEI PDF
SEI Manager of
Managers Platform
Lockwood PDF
Lockwood Managed
Account Advisor
Pershing Insurance
Pershing Streamlined Solutions
 
Persing Subscribe Sponsors
Pershing Subscribe Sponsors
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The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.