Advising private clients is a long-term and relationship-guided process. The Financial Advisors at Wunderlich Securities recognize that serving individuals and families requires an understanding of their individual goals and needs. Our approach involves a cycle of service. Wunderlich's Financial Advisors work with each client to design, implement and monitor a plan that serves the client's needs. We utilize a variety of high-quality investments including stocks, bonds, mutual funds, options and annuities to build diversified and balanced portfolios.

Clients can choose to work with us in the manner that suits them best:

1. Traditional transactional fee accounts
2. Fee-based accounts

Certainly, our financial advisors utilize the traditional tools to build high performing client portfolios. These traditional tools would include:

• Stocks
• Preferred Stocks
• Mutual Funds
• Taxable Bonds
• Tax-Free Bonds
• Insurance
• Annuities
• Separate Account Management
• CD's
• UIT's
• ETF's
• Trust Management

Wunderlich Securities Goes Beyond the Traditional

Our Financial Advisors bring innovative solutions to our clients that you will not find at the giant wirehouses of Wall Street:

• Reg D Private Placements
• Structured Settlements
• Small Company Investment Banking
• Public Company Single Stock Planning

Your account with Wunderlich can begin with our versatile Advantage Account with margin capabilities, check writing, detailed monthly statements and Gain/Loss.

Every Wunderlich client is also given a user name and password to view their account online. This system enables the client to see all activity and positions, plus the ability to retrieve 1099's, back statements and confirmations.