Providing comprehensive investment and financial planning advice is our goal. Charles Schwab, our Broker Dealer, the Companies can provide you with the tools to meet your personal savings, investing and financial planning needs.
Z Advisory Innovations offers a wide range of products and services. Whether using a full service brokerage account, in which the registered representative and the client choose the level of service appropriate, or a state-of-the-art asset management account with an investment advisor representative, clients have the freedom and flexibility to create the optimal strategy.
Stock Trading
- NYSE listed stocks
- NASDAQ
- Over the Counter
- All other major exchanges
Bond Trading
- Municipal (Tax-Free)
- Corporate
- Certificates of deposit
- Structured notes
Mutual Funds
- Closed-end Funds
- Open-end Funds
- No Transaction Fee Funds
- Load Waived Funds
Asset Management
- Fee-based asset management
- Individually managed accounts
- Third-party money managers
- Independent manager
- Search Performance monitoriing and reporting
- Wrap-fee accounts
- Asset Allocation
Other Investments
- Exchange Traded Funds
- Unit Investment Trusts
- Alternative Investments
- Options
Accounts & Services
- Cash Management
- Daily sweep accounts
- Money market
- Check writing
- Gold Visa debit card
- Automatic bill-paying services
- Online account access
Insurance
- Fixed annuities
- Variable annuities
- Term life & Variable life
- Universal life
- Whole life
- Disability Insurance
- Long-term care
