Invest

Investment Strategies

Building wealth for immediate, intermediate and long-term goals?
You need an investment strategy that combines your goals, liquidity needs, interest and risk mitigation. Balancing those factors is our strength. We provide customized approaches to help optimize savings based on your goals. We help you think outside the box to create a more comfortable plan that helps prepare you with greater confidence for college, retirement or any other financial goal. 

Managing Your Portfolio

 

BankSouth Wealth Management, through Investment Centers of America, Inc., offers a broad array of securities and other non-bank programs to help meet the needs of clients' financial portfolios. Securities include, among others: common and preferred stocks,corporate bonds, municipal bonds, mutual funds, real estate investment trusts ("REITs"), fixed and variable annuities, and U.S. government and government agency instruments.

 

ICA has no proprietary offerings, and therefore they are able to assure clients that they have no incentive to recommend anything other than that which is in our client's best interest, given their financial profile, goals, risk tolerances,and time horizons.

Asset Allocation

Our Financial Advisors will clearly explain every aspect of your financial strategy – based on diversity and patience. We help balance reward and risk by selecting a blend of assets, given our analysis of the current market as well as historical trends and corrections. We’ve been in business long enough that our advisors know how to help you mitigate most surprises from investing. We honor the trust you place in us with a mix of aggressiveness and caution to match your risk tolerance. Let us be your guide and we’ll celebrate with you each milestone of your success. Asset allocation does not guarantee positive results. Loss, including loss of principal may still occur. Past performance does not guarantee future results.

Complete Trading Services

While patience is key to investment success, speed is essential when buying or selling stocks and bonds. Prices can rise and fall rapidly. Through ICA,state-of-the-art trading services are immediately available to your advisor. Up-to-the-moment bond offerings are available with a single phone call to our bond trading desk.

 

Clients may sign up for Online Access to view their accounts. Online trading is not offered, as history backs our recommendation against it. 


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Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with BankSouth Wealth Management and/or BankSouth. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested. 

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

· Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

· Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions insecurities; or (b) rendering personalized investment advice for compensation.

· ICA does not provide tax or legal advice.

We are registered to offer securities in the following states: GA

ICA PRIVACY POLICY