We believe the nature of goals-based planning facilitates a closer relationship between clients and their financial professionals, keeping you informed about changes in your client’s life that could require adjustments to their portfolio. Also, financial professionals can work with better with clients when market fluctuations no longer lead to emotional investment decisions. Momentum Independent Network has implemented a goals-based planning philosophy across our firm and in our technology platforms. We’re eager to help you use this important tool to strengthen you client relationships.
Products & Services
We don’t believe in cookie-cutter portfolio modeling. Our advisors have the ability to create personalized portfolios tailored to the specific needs of their clients. We do this by giving you access to a full suite of investment products and solutions, including:
- Open Architecture Advisory Platform
- Mutual Funds, ETFs, & UITs
- Alternative Investments
- Equities & Options
- Futures & Commodities
- Agriculture, energy, indices, and metals as well as speculative trading and hedging strategies
- Fixed Income Products
- Structured Products
HilltopSecurities Advisory Services Group gives financial advisors access to a full suite of “flexible” advisory programs that help customize the investment planning process to help your client achieve financial security. Once you’ve worked with your clients to determine their risk tolerance, and overall objectives, we help you design and implement a custom asset allocation strategy using our customized accounts and programs. We have flexible advisory solutions to fit the way you do your business. If you prefer to get business and leave portfolio management to professionals, or you fancy yourself a portfolio manager, we have a solution for you, including:
- Open Architecture Advisory Platform
- Advisor as PM
- Separately Managed Accounts
- Funds Strategists
- Mutual Fund & EFT Model portfolios
Our affiliate, Hilltop Securities Inc., is consistently ranked as one of the top municipal advisors in the nation, and we have our finger on the pulse of issuances across the country. Our municipal sales and trading desks provide you with new fixed income products and trading capabilities through a well-established distribution network including:
- Investment Grade Corporates
- High Yield Corporates
- CDs
- Structured Products
- Mortgages
- Municipals
- Preferreds
- UITs
- CDARs
If insurance is your forte, HilltopSecurities’ insurance team can provide you with products from more than 100 top-rated carriers, including the top tier of annuity, life insurance, long-term care and disability insurance providers. Our insurance products include:
- Variable Annuities
- Fixed and Fixed Indexed Annuities
- Single Premium Immediate Annuities
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
