Independence is the hallmark of our investment approach. Free to bring a virtually unlimited list of financial instruments to bear on our clients’ need to invest for the future, Halliday Financial provides access to every major investment category necessary for the achievement of our clients’ goals. Depending on our clients’ strategic investment needs, Halliday Financial provides our clients access to a wide array of investment products. For some investors, mutual funds, fixed and variable annuities meet their needs. For others, cash management, managed fixed income and managed equities portfolios, brokerage accounts, equities, ETF and bond portfolios are needed.
Your Halliday Financial Advisor or Wealth Advisor has access to a breadth of investment strategies and platforms. This means that he or she can tailor your investment mix to your family’s needs.
Halliday Financial is also uniquely positioned to provide customized structured products solutions for our clientele. See Structured Products section of this site to learn more.
Stock and Bond Portfolios
The classic brokerage account containing a portfolio of stocks and bonds and other investments is still a powerful way to achieve financial goals. Halliday Financial uses its relationship with Pershing, LLC to bring the highest level of technology and stability to its clients. Pershing, LLC has been a leading global provider of financial business solutions for over 70 years and serves many of the world’s most respected financial organizations. Pershing has approximately $770.2 billion in assets held in custody. Its parent company, BNY Mellon, is the world’s leading provider of securities services and a top global asset management firm, with $22.3 trillion in assets under custody and administration and $1.1 trillion in assets under management.
More than just a receptacle for securities, a Halliday Financial account custodied at Pershing provides a means of cash management, personal finance and timely execution of orders. Our relationship with Pershing offers us top-end research and the ability to access bond inventories, managed account platforms and other financial tools that are otherwise unavailable to our clients.
Separately Managed Accounts
Halliday Financial operates a proprietary Separately Managed Account program in addition to the SMAs available through Pershing. The Northshore Funds Investment Management program is available to Halliday Financial clients with a minimum account value of $250,000 and permits clients to select from several portfolios with different proportions of equities and fixed income exposure.
For many investors, the purchase of mutual funds is an effective means of accessing a variety of investment classes in a manner that provides diversification and management without a significant minimum investment.
When used properly, variable annuities are a key element of securing a predictable lifetime income in retirement. Prior to retirement, they aid in the accumulation of tax-deferred assets. Variable annuities can be a powerful strategy for achieving financial goals.