|Services for Clients
|Mutual Securities, Inc. (MSI) was formed in 1982. Our success has been driven by a commitment to independence, excellence and the simple premise that achieving your financial goals requires:
Solid, unbiased advice
• Meaningful, timely information and research
• Easy access to value-added investments and services
• Unparalleled customer service
Your MSI Financial Advisor can deliver all of these to you, thanks to support from MSI's technology, our comprehensive training programs and our dedicated personnel.
MSI advisors have access to the tools that help them provide high-quality, unbiased investment solutions, including comprehensive fee-based asset management accounts and a full array of nonproprietary:
• Mutual funds
• Annuities and other tax-sensitive investments
• Domestic and foreign securities
• Direct investments
• Fee-based programs
• Estate and Financial Planning
• Trust Services
As MSI moves into our fourth decade, we remain committed to success in the independent brokerage business. With exceptional research and superior home office support our advisors have a greater understanding of the economy and markets; more time to evaluate financial strategies; and greater access to comprehensive information. Our advisors assimilate MSI's capabilities into their own offices and provide customized financial solutions to help meet the needs of their clients. Their financial advice reflects Mutual Securities, Inc.'s principals: trust, honesty, dedication and independence.