Investments
Independence is the hallmark of our investment approach. Free to bring a virtually unlimited list of financial instruments to bear on our clients’ need to invest for the future, Planning With A Purpose provides access to every major investment category necessary for the achievement of our clients’ goals. Depending on our clients’ strategic investment needs, Planning With A Purpose provides our clients access to a wide array of investment products. For some investors, mutual funds, fixed and variable annuities meet their needs. For others, cash management, managed fixed income and managed equities portfolios, brokerage accounts, equities, ETF and bond portfolios are needed.
Custom Strategies
Your Planning With A Purpose Advisor has access to a breadth of investment strategies and platforms. This means that he or she can tailor your investment mix to your family’s needs.
Planning With A Purpose is also uniquely positioned to provide customized structured products solutions for our clientele.
Investment Options
Mutual Funds
For many investors, the purchase of mutual funds is an effective means of accessing a variety of investment classes in a manner that provides diversification and management without a significant minimum investment.
Digital Advice
Planning With A Purpose uses Halliday’s Digital Advice Program, which is a highly customizable investment solution that brings together the simplicity and cost of a digital offering with the reputable, personalized service that our clients have come to expect from our dedicated wealth managers.
The digital advice process is designed to automate goal planning, risk tolerance, asset allocation, account opening, fund transfers, client communications and much more. Once an account is established, the client has the ability to customize their online experience with our personalization tool and full control over their new digital advice account, while having the capabilities of aggregating outside accounts as well. This new Personal Financial Dashboard allows our clients to monitor their full financial picture while tracking the overall success of their comprehensive financial plan.
Variable Annuities
When used properly, variable annuities are a key element of securing a predictable lifetime income in retirement. Prior to retirement, they aid in the accumulation of tax-deferred assets. Variable annuities can be a powerful strategy for achieving financial goals.
Separately Managed Accounts
Halliday Financial operates a proprietary Separately Managed Account program in addition to the SMAs available through Pershing. The Northshore Funds Investment Management program is available to Halliday Financial clients with a minimum account value of $250,000 and permits clients to select from several portfolios with different proportions of equities and fixed income exposure.