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Executives managing corporations or institutions have many considerations to make regarding retirement planning for themselves and their employees, investment banking for public companies, business succession and estate planning, cash management services and investment advisory related to the growth of the businesses investments or endowment.
Retirement Planning services at Parker/Hunter, a division of Janney Montgomery Scott LLC, include company analysis and plan selection based on criteria and goals discussed with your Financial Consultant. Dependent upon the makeup of your organization and overall investment goals, selection of the appropriate plan for your and your employees is a critical decision.
Executives may consider Parker/Hunter Asset Management's Institutional Investment Management program for the management of the organization's primary investment accounts or endowment. Equity and fixed income professionals manage accounts according to a specific strategy and set of constraints established in advance with each client. Institutional Investment Management is designed for organizations with officers, directors or trustees who seek both strategic investment advice and investment management.
Executives also need to be concerned about their personal investments related to an overall financial plan and related to their business. Parker/Hunter provides individuals a planning process based on the projected growth of their wealth. Many planning disciplines are brought into play by our Financial Consultants and Janney's Planning Specialists as they plot the mileposts of your financial needs and help you choose the financial services to meet your wealth accumulation and management goals.  |
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