Custom-Tailored Investment Accounts

Are you tired of the cookie-cutter investment options? Do you wish there was a way to personalize your accounts to your interests and goals?

The Pilzner, Marshall & Herbeck team works closely with clients to create personalized portfolios, which can include stocks, bonds, unit investment trusts (UITs), mutual funds, annuities, and much more! Whether you prefer a platform that allows you the flexibility to customize almost every facet of the account or opt to have your advisory team take care of the details, it’s your choice.

Be Comfortable with Your Investments

When choosing an investment, our team recommends selecting companies that interest you. It is easier to follow and understand an investment portfolio if you are truly passionate about what is inside.  By working with Melissa Pilzner, Beth Marshall, and Dave Herbeck, clients are able to choose from a plethora of investment options to truly get their desired portfolio composition.

Flexible Account Types

Choose from several account types to set up your account the way that works best for you.

If you are interested in minimizing individual trade fees, clients can opt for a no transaction fee advisory account that allows for you to choose your own investments and a pay a small annual percentage on assets under management. If you are an individual that prefers holding investments for long periods of time, perhaps a standard account would work best, which charges a small fee per transaction versus reoccurring annual costs.