Investment and Financial Planning Services
Every investor has special needs and goals, whether it's preparing for college, planning for retirement, or purchasing a vacation home. Whatever your objectives, the guidance of a Registered Investment Representative can help you create an investment strategy to work toward your goals within a given time and budget. That's why Banterra is pleased to offer full service investment counseling.
We have access to a full range of investment* opportunities:
- Full Service Brokerage
- Mutual Funds
- Tax Deferred Annuities
- Discount Brokerage
Personal Investment Profile
Examining your current finances helps our Registered Investment Representative develop your Personal Investment Profile. This profile then aids in mapping out an investment strategy to suit your needs.
Portfolio Investment Profile
Our Registered Investment Representative reviews your current holdings relative to performance, risk, yield and outlook. Then, using your personal profile, our consultant can tell you which, if any, holdings should be revised or reconsidered.
Contact Us and one of our Registered Investment Representatives will provide detailed information and help you create a strategy to achieve your particular objectives.
*Securities and insurance products offered through UVEST Financial Services and its affiliates. Member FINRA/SIPC. Not FDIC Insured. May lose value. No Bank guarantee. Not a Deposit.
Not guaranteed by any Government Agency.
*UVEST is an SEC Registered Investment Advisor.
*This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. UVEST Financial Services and its U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note not all of the investments and services mentioned are available in every state.
