|
Competence and Services
At Buckman, Buckman & Reid, Inc., you can count on trained specialists. equipped with the latest technology, to provide efficient order executions and prompt, accurate verbal and written reports of your transactions.
Our professionals have access to in-house proprietary trading and portfolio management systems. In addition, our clearing firms have installed state of the art computer systems that provide automated order execution, account information and current research reports.
RBC Correspondent Service(RBC CS) and Pension Financial Service(PFS) are members of the New York Stock Exchange and all other leading securities exchanges.
Account Protection
At no cost to you, the investments in your account at BB&R are protected by the Securities Investors Protection Corporation (SIPC) up to $500,000 per account, $100,000 of which may be in cash.
Additional protection has been provided by RBC CS and PFS, through a separate policy, to further protect the securities in your account.
Prompt Trading and Confirmation
A simple phone call puts you in immediate touch with a BB&R professional who will handle your transactions quickly and efficiently. Our advanced communications systems provide rapid, accurate order transmission and reports of order execution back to our office.
A next day written confirmation of your transactions will be generated and mailed to you. You will receive a comprehensive statement showing detailed activity for each month. These statements are formatted to be reader-friendly with clear accurate details.
Full Range of Investments Choices to Meet Your Goals
When you turn to BB&R you not only enjoy professional advice for your stock and bond transactions, you have access to a wide variety of other investment products as well.
Whether an occasional investor, or an active trader, you will find products that can help you achieve your financial objectives, including long or short term growth, income, or tax benefits.
Specific Services and Products Include:
- Stocks
- Bonds
- Mutual Funds*
- RAP Fee Accounts
- Certificates of Deposit
- Money Market Funds**
- Margin Accounts
- Annuities
- Full array of ERISA accounts including:
- IRA
- SEP-IRA
- Money Purchase Pension Fund
* Please review prospectus
** Prospectus available upon request
Prompt Competent Service
BB&R allows you to make your investment decisions with confidence or benefit from the advice of a BB&R professional. Our experience in trading, our computerized technology, our quotation systems, our prompt response to your orders, and our next-day confirmation keep you informed with accurate up-to-the-minute status of your accounts.
We make certain that your money is constantly working for you. Cash balances earn interest daily so uninvested funds can be left in your account waiting to be invested.
|
