Weir Financial » Investment Advisory Services

Load-Waived Mutual Funds

A share class of mutual funds that does not require its investor to pay sales charges, such as front-end sales charges. (Available in Advisory Accounts only)

ETFs (Exchange Traded Funds)

Securities representing mutual funds that are traded like stocks on the exchanges. ETFs are subject to commissions and other trading costs.

Gold: Investment Advisory Services

($50,000 minimum investment)

We provide investing advice or counsel to our clients in exchange for a fee, which may vary based on account size. Our program is to interact directly with our clients by managing their investment portfolio according to their investment objective.

Platinum: Investment Advisory Services

($250,000 minimum investment)

Same as above but with active management (also called active investing) refers to a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index.

Gold: and Platinum:

Brokerage Account Platform Access offered through www.netxclient.com

ETF Exchange Traded Funds
Stocks
Mutual Funds
Unit Investment Trust UIT
Fixed and Equity Index Annuities
Variable Annuities
Money Markets
CDs
Load mutual funds also available. (Front end or back end sales charge).

Stocks, mutual funds, exchange-trade funds, and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Weir Financial or directly from the mutual fund, insurance company, or offering entity.

This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Weir Financial and any of its employees or representatives acting as an agent, may transact business in a particular state only if first registered, excluded or exempted from registration requirements either individually or as a firm. Weir Financial CEO and President are Registered Representatives of First Heartland Capital, Inc., a registered broker/dealer based in Lake Saint Louis, Missouri. Weir Financial is not affiliated in any way with First Heartland Capital, Inc.