INVESTMENTS

Mutual Funds

Stocks

ETFs

Options

Bonds, CDs...

Global Investing

Emerging Managers

We offer many account types in order to serve our client's various needs. Our wealth management services are rendered through our brokerage partner, Interactive Brokers, the #1 ranked online broker in the US. 

 

In order to become a Parker Logan wealth management client, an account representative will send an invite through an automated system via Interactive Brokers.

Investments

 

Mutual Funds

  • A mutual fund is an investment vehicle made up of a pool of funds from many investors that buys stocks, bonds, and other securities.

  • Mutual funds make it easy to diversify your portfolio and get professional management, so you don’t have to research, buy, and track every security in the fund.

 

Stocks

  • A stock represents a share in the ownership of a company, including a claim on the company’s earnings and assets. As such, stockholders are partial owners of the company.

  • Stocks are fundamental to nearly every portfolio and have historically outperformed most other investments over time (past performance cannot guarantee future results).

 

 

ETFs (Exchange Traded Fund)

  • An ETF, or exchange-traded fund, is an investment fund or portfolio of securities that holds assets like stocks, bonds, or commodities, generally designed to track an index. Unlike mutual funds, which are bought from or redeemed by the fund company for that day’s closing net asset value (NAV), ETFs are bought and sold at market value, trading on an exchange throughout the day.

 

Options

  • An option is a financial derivative that represents a contract sold by one party (the option writer) to another party (the option holder). The contract offers the buyer the right, but not the obligation, to buy (call) or sell (put) a security or other financial asset at an agreed-upon price (the strike price) until or upon a specific date (expiration date).

 

Bonds, CDs, and Other Fixed Income

  • Fixed income investments are types of investments that seek to provide interest payments at regular intervals.

  • Fixed income investments can give you a reasonably dependable income stream while also providing portfolio diversification, capital preservation, and (in some cases) potential tax benefits.

 

Global Investing

  • Investing in foreign securities.

  • Global investing can provide more portfolio diversification and has the potential for investment opportunities in emerging markets around the world.

 

Emerging Manager Funds (Exclusive)

  • Parker Logan is proud to curate some of the top investment minds that can only be found here. ​

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Overview of Monthly Brokerage Activity Fees 

 

Account Structure

Single Accounts, Individuals, Small Businesses

 

Monthly Activity Fee = 0 if monthly commissions are equal to at least USD $10. 

 

Individual equity trades = $0.99 per 100 shares

 

Our typical account does not exceed $120 USD in annual brokerage fees which include trading commissions. 

 

Learn more for detailed info