Investment Advisory Services
Guardian created Park Avenue Securities LLC, a registered retail broker-dealer, so our financial advisors could help meet the investment needs of their clients. Park Avenue Securities' dual registration as a retail broker-dealer and Registered Investment Advisor allows you the flexibility of transaction-based business with fee-for-service capability.
Park Avenue Securities' advisory programs provide clients with access to money managers who are paid to manage and attempt to grow your assets. Your financial advisor will review your account, your goals, and recommend the right manager for your assets, objectives, and risk tolerance. The money managers we offer are carefully selected, by virtue of their experience and historical results. We require historical performance indicative of a consistent investment approach and the ability to adhere to stated objectives over time.
Depending on the investment advisory program that is right for you, benefits can include:
Diversification — Broad diversification to manage risk and provide the potential for above-average returns
Strategy — A personal investment strategy built around your goals, time frame and risk tolerance
Monitoring — Continuous monitoring of your portfolio by prominent money managers
Reports — Detailed account statement and performance reports about the status of your portfolio