Services

Some of the Financial Services we provide are:

- Financial Planning

  • Portfolio Management
  • Wealth Planning
  • Retirement Planning

- Managed Money Programs

- Account Services

  • Credit Cards / Debit Cards
  • Check Writing Priveleges
  • Fund Transfers
  • 24 hour Internet Access to accounts

- International Services

- Comprehensive Financial Analysis

- Fiduciary & Trust Services

- Employee Retirement Plans

-  529 Plans

-  IRA

-  401 K

- Lending Services




 

Products

Some of the Products we offer:

- Equity Investments

  • NYSE Listed Stocks
  • NASDAQ Listed Stocks
  • AMEX Listed Stocks
  • ETF's
  • Options

- Mutual Funds

  • Please contact us for a complete list of all the mutual fund families we  offer.

Fixed Income

  • United States Government Bonds
  • United States Agency Bonds
  • Corporate Bonds
  • Structured Notes
  • Emerging Markets Bonds
  • International Government Bonds
  • International Corporate Bonds

- Money Market Accounts

- Annuities

- Life / Health Insurance

- Futures

- Foreign Exchange

 

 

Securities and Advisory Services are offered through Western International Securities, Inc.  Member FINRA/SIPC. Loyola Asset Management and Western International Securities, Inc. are separate and unrelated companies.
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.