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 Corporate and Executive Services A hallmark of Parker/Hunter, a division of Janney Montgomery Scott LLC, is its commitment to building and maintaining long-term relationships with its clients. As private companies grow, executives may have concerns about financial planning, retirement plans or cash management. Public company executives will need to know about stock options, Rule 144 stock transactions and other related requirements that affect them and their company. Financial Consultants are equipped to handle the complex issues, as well as the paperwork, on both a corporate and an individual basis. We encourage you to contact us with questions or to arrange a meeting. Listed below are the investment services that Janney Montgomery Scott offers to private and public companies and their executives. Fee-Based Investment Management: Personal portfolio structuring and management based on individual investment objectives is offered through our Private Investment Management program. Institutional Investment Management provides discretionary investment management for corporations and institutions. Equity and fixed income professionals manage accounts according to a specific strategy and set of constraints established in advance with each client. Stock Options: Executive ervices include assistance with the execution of trades, proper filing, compliance regulations, legal opinions and restrictions for Rule 144 transactions. Corporate services include executive retention and employee incentive programs. Retirement Planning: Individual retirement planning including investment selection, projection and monitoring. Retirement Plan management for your companies includes plan design and administration, employee education, investment portfolio selection and choices, and continued monitoring. Financial Planning: For executives, a comprehensive plan addressing retirement, estate, and college savings plans as well as insurance and tax planning. Collateralized Borrowing: For executives, qualified securities holdings used to collateralize flexible loans at favorable rates. Cash Management: For corporations, cash flow timing, tax implications, and investment risk control. Non-Qualified Plans: For corporations, deferred compensation structuring using life insurance and other products. |
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Terms and Conditions | Financial Information | Business Continuation Summary | Contact Us | Parker/Hunter, a division of Janney Montgomery Scott LLC. © 2005 Janney Montgomery Scott LLC. All Rights Reserved. Member: NYSE, NASD, SIPC Parker/Hunter, a division of Janney Montgomery Scott LLC investment professionals are available to discuss the suitability and risks involved with various financial products and strategies. We will be happy to provide a prospectus, when available, and other information upon request. We will not accept orders online. If you send us an e-mail, DO NOT INCLUDE TRADING INSTRUCTIONS. Should the viewer leave this site via a link, the existence of such links should not be construed as an endorsement, approval or verification of Janney Montgomery Scott LLC of any content available on third party sites. |
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