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Comprehensive Product List

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Managed Money Services

  • Proprietary and Third Party Management
  • Separately Managed Accounts (SMAs)
  • Optimal Blend Portfolios
  • Mutual Fund Wrap Programs

    • Investments

  • Equities (Domestic & International)
  • Exhange Traded Funds (ETFs)
  • Fixed Income (Taxable & Tax-free)
  • Mutual Funds
  • Options
  • Unit Investment Trusts (UITs)

    • Trusts

  • Charitable & Gift Trusts
  • Corporate Trusts
  • Guardianships & Executorships
  • Revocable & Irrevocable Living Trusts
  • Special Needs Trusts
  • Testamentary Trusts
  • 1031 Exchanges

    • Insurance

  • Life Insurance
  • Long-term Care Insurance
  • Annuities (Fixed & Variable)
  • Estate Protection Programs

    • Alternative Investments

  • Hedge Funds
  • Private Equity
  • Real Estate
  • Structured Products

    • Plans & Accounts

  • 401(k) & Other Qualified Plans
  • Advantage Account
  • Cash Management
  • Donor Advised Funds
  • Education (529 Plans, Coverdell, etc.)
  • Individual Retirement Accounts (IRAs)
  • Margin Accounts & Loans

    • Insured Bank Deposits Program (FDIC Insured)

  • Information Statement
  • Tier/Rate Information

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    Statement of Financial Condition  |  Important Legal Information  |  Investor Disclosures  |  Site Map
    Securities and insurance products offered through Wayne Hummer Investments, Member FINRA /Member SIPC  |  Accounts carried by First Clearing, LLC, member NYSE/SIPC
    Trust and Asset Management services offered by Wayne Hummer Trust Company and Wayne Hummer Asset Management Company, respectively.
    NOT FDIC INSURED  |  NO BANK GUARANTEE  |  MAY LOSE VALUE
    © Copyright 2007 Wayne Hummer Wealth Management
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