S&P Top Picks provides pre-packaged portfolios comprised of specific stocks that are hand-picked by Standard & Poor's highly-regarded analysts.

MyLinkTM is our new industry-leading online service,
giving you access to personalized, relevant and
timely financial information specific to your holdings,
enabling you to make better investing decisions.

5 Star Program® receive $9.95 flat fee pricing
and other great privileges including access to
the 5 Star Relationship Team.

Superior Research through expert analyst ratings
give you the competitive edge you need to
stay successful.

Our Asset Allocator helps determine an asset
allocation mix that will help you reach your
investment goals.

Interactive Learning gives you expert seminars
and the latest investing webcasts right at your
fingertips.

Model Portfolios offer a mix of investments that
suit your specific risk tolerance and investment
objectives to maximize returns and minimize risk


Portfolio Rebalancing brings your portfolio
in line with your plan. See where you stand,
where you want to be, and how to get there.