- Our Services
- Whom We Serve
Private Wealth Management
We work closely with high-net-worth individuals and families to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and highly attentive client service.
A wealth management office custom tailored to you
Your needs and goals are unique. You can also have different goals and timelines for various plans. It can be to transition your wealth, potentially minimize risk, generate income, charitable giving or creating your legacy. We listen to our clients to articulate their needs, goals and priorities. Then we partner with them to develop holistic wealth and investment management strategies and help develop complex planning needs.
Comprehensive wealth planning
Based on your goals and priorities we help develop complex financial plans with carefully selected investment strategies. We combine deep wealth management experience with the high level of attentive client service.
Intellectual portfolio management
We offer compelling insights, free of any proprietary products, in asset allocation, investment strategies, market dynamics and wealth management.
Award winning partners
Recognized by Investment Advisor Magazine's 7-Time Broker-Dealer of the Year, The Investment Center has been named Broker-Dealer of the Year in 2006, 2008, 2009, 2011, 2014, 2015, and 2016. Nations Advisors uses The Investment Center as our Broker-Dealer. Nations Advisors is an independent financial planning firm.
Access your wealth
Private Wealth Management clients access their wealth online and a mobile app through our clearing firm.
The Power of Pershing LLC.
General securities transactions executed with The Investment Center, Inc. are cleared through Pershing LLC, member FINRA, NYSE, SIPC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).
Pershing has been a leading global provider of financial business solutions for over 75 years and serves many of the world’s most respected financial organizations.
How does Pershing benefit you as an investor?
Pershing LLC, a wholly owned subsidiary of The Bank of New York Mellon Corporation, works on behalf of your financial organization to support your investment success. Pershing offers financial services firms a one-stop, full service global solution with integrated, multicurrency clearing and execution, plus a full range of global resources.
Pershing develops and continually enhances top-tier investment products and services, and gives you access, through your financial organization, to cutting-edge technology solutions. Pershing offers unequaled experience built over seven decades of serving financial organizations of every size and business model.