Investment

Investment Solutions for every stage of life

Regardless of what financial stage you are in, WIB Investment Solutions is here to help. Benefit from the guidance of our experienced investment team with Full-Service Investments, or manage investments yourself with Self-Directed Investments. Either way, you’ll enjoy the ease and convenience of online investing.

For individuals residing outside the U.S., we also offer full-service investing through our International Investments.

SOLUTIONS

Self-Directed Investments

Manage investments yourself with a self-directed brokerage account. Within minutes, easily open an account online and begin investing in:

• Equities
• Exchanged-Traded Funds (ETFs)
• Mutual Funds
• Options1
• Margin Accounts2

Full-Service Investments

Our trusted investment team can assist you with retirement plans, personal investments, and insurance solutions. Whatever your goal, we’ve got the experience and know-how to help make your money work harder.

Personal retirement solutions—aligning goals with resources

Our financial advisers can work with you to establish effective habits that will help you realize your retirement goals. Our Retirement Solutions include:

1. IRAs
2. Lifetime Income Solutions
3. Fixed Annuities*
4. Variable Annuities*

Personal investment solutions to fit your specific needs

• Mutual Funds
• Unit Investment Trusts
• Fixed Annuities3,*
• Variable Annuities4,3,*
• Equity Linked CDs5
• Professionally managed portfolios including WIB SmartPath® Portfolios of mutual funds or separately managed accounts6
• 529 and Other College Savings Programs
• Fixed Income Securities
• Discount Brokerage Services
• Wealth Transfer Solutions3

Personalized, cost-effective insurance solutions3

Insurance can provide for loved ones, safeguard earnings capacity, and protect hard-earned assets. Through our affiliate, WIB Insurance Agency, Inc.3, we can help you assess your coverage and evaluate protection products from a wide variety of insurance companies to find cost-effective and innovative solutions.

• Term Life Insurance
• Permanent Life Insurance
• Long-Term Care Insurance
• Disability Insurance
• Insurance Solutions for Your Business