Investment advisory accounts
Scarborough offers investment advisory accounts as an additional way to plan and invest for your future
While some of Scarborough’s plans are exclusively for IBEW members, family members and friends are welcome to become investment advisory clients.
Consistent with our other plans, we offer low-cost investments* and, very importantly, we provide honest, straightforward advice. We can develop an investment plan that’s customized to help meet the needs of your unique situation. Advisory accounts offer a broad selection of investments on the Schwab Institutional platform including:
- Mutual funds
- Stocks
- Bonds
- Money market funds
- Exchange Traded Funds (ETFs)
- Certificates of Deposit (CDs)
Unlike other companies, we don’t charge commission for products we recommend. Instead, we receive a transparent advisory fee based on the assets you invest with us. Because we don’t receive commissions, we are free to recommend products that we believe are right for you – not the ones that pay the highest commission.
Benefits of Scarborough’s Investment Advisory Program
Scarborough can help you develop a customized strategy for your investments. Since we are an independent advisor, we can offer objective advice that stems from being able to offer a wide variety of investments, including no-load mutual funds* from many of the leading fund families. Many investors like the convenience of having their assets in one place, not having to deal with multiple brokers or mutual fund companies. Consolidating your assets can help simply your life.
- Build a customized strategy that works with your goals and risk tolerance
- Identify quality, diversified investments
- Receive guidance to keep you informed and in control of your finances
- Adjust your strategy as needs change
- Have someone who understands your overall financial situation
- Periodic reviews of your accounts
Scarborough’s Investment Advisory Program can tailor solutions to meet your short, medium or long-term goals. We help members with:
- Investing of inheritance or proceeds from a home sale
- Contributing to traditional or Roth IRAs
- Rollovers from IRAs or company retirement plans
- Establishing a retirement plan for your small business
- Saving for your child or grandchild
Get more information about Scarborough’s investment advisory accounts:
*An annual asset-based fee will apply, as well as other internal expenses and fees of the funds.
Exchange-traded funds and mutual funds are sold only by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the investment company, can be obtained from your financial professional at (800) 223-7608. Be sure to read the prospectus carefully before deciding whether to invest. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in money market funds.