We have access to independent research,
sophisticated financial modeling software, and an advanced account
management platform.
These tools, along with broad access
to the capital markets, allow us to deliver first-rate planning
and portfolio management services.
Account Management Platform
- Extensive Access to the Capital Markets
- Large Fixed-Income
Inventory
- Full-Featured Account Statements
- Comprehensive Tax & Performance Reporting
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- Integrated Research, News, & Real-Time Quotes
- Block-Trading
Capabilities
- Tax-Planning Resources
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Independent Research
Value Line
- Equity Research & Ratings
- Equity Screens
- Most Favored Equities
- Industry Analyses & Rankings
- Economic Commentary
- Model Portfolios
- Additional Research on:
- Exchange-Traded Funds
- Convertibles Bonds & Preferreds
- Special Situations
- Options
Standard & Poors
- Equity Research & Ratings
- Industry Analyses
- Consensus Earnings Estimates
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Pershing
- Equity Recommendations & Briefs
- Economic Commentary
- Industry Briefs
- Mutual Fund Analysis
Morningstar
- Analysis of:
- Mutual Funds
- Closed-End Funds
- Variable Annuities
- Life Insurance Contracts
Quantum
- Data on:
- Preferred Stocks
- Trust Preferred Securities
- Convertible Securities
- Royalty Trusts
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News & Software
Streaming and Real-Time News
- Reuters News
- Dow Jones Newswires™
- Business Wire
- PR Newswire
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Software
- Comprehensive Financial Planning
- Probability-Based Portfolio Simulations
- Current Portfolio Analyses
- Prospective Portfolio Analyses
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Wessel Investment
Counsel, LLC
22 South Pack Square
Jackson Building, Suite 400
Asheville, NC 28801-3500
Phone: (828) 232-2000
>> Contact or Find Us |
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About
Us
Charter