Offerings for Individuals
For the individual investor, Stratos Wealth Partners provides the following products and services:
Personal Financial Planning
Investments
- Alternative Investments
- Annuities
- Checking Accounts
- Corporate, Government and Municipal Bonds
- Certificates of Deposit
- Exchange-Traded Funds and Notes
- Insured Savings Account
- Market-Linked Certificates of Deposit
- Money Market Funds
- Mutual Funds
- Socially- and Morally-Responsible Mutual Funds
- Stocks
- Unit Investment Trusts
Insurance
- Disability
- Life
- Long-term Care
Education Savings Accounts
- 529 Plans
- Coverdell Savings Accounts
- Custodial Accounts
Fee-Based Advisory Investment Platforms
- Manager Access Networks - access to institutional money managers
- Manager Access Select - separately-managed accounts
- Model Wealth Portfolios - diverse set of investment themes
- Optimum Market Portfolios - diversified asset allocation models
- Personal Wealth Portfolios - a single account solution for separate accounts and mutual funds
- Strategic Wealth Management - access to more than 6,200 mutual funds, stocks, bonds and alternative investments