Investment Services
Recognizing the wisdom of maximizing all your resources, Florida Investment Advisers offers a wide range of services designed to facilitate investments, enhance funds availability and streamline your company's operating efficiency.
Stock Brokerage
Our knowledgeable professionals can provide a full range of brokerage services at commission rates that are below those of most brokerage houses. Averaging more than twenty years of service, our investment associates offer experienced advice on your investment decisions.
Internet Brokerage
In addition to the freedom of placing buy and sell orders online, you'll benefit from discount rates and account information 24 hours a day.
Insurance Services
Our experienced and objective insurance advisers can provide a number of choices to suit your individual needs.
» Key Man Insurance
» Variable Universal Life
» Long Term Care
» Term Insurance
» Whole Life
Retirement Plan Services
You can rely on us to serve as responsible advisers of your employee benefits plans, including SEP Retirement Plans, Simple Retirement Plans and 401(k) Plans.
Cash Management Services
» Investment of Excess Funds - Your excess operating funds can be transferred into a selection of money market accounts. We'll help you determine which is best suited to your specific goals.
» Money Desk - We can purchase treasury bills, federal agency discount notes, certificates of deposit, commercial paper, banker's acceptances or tax-exempt notes for your account.
» Sweep Account - After determining your target minimum balance, we can apply excess checking account funds to pay down a line of credit or sweep them into money market funds for overnight earnings.