November 12, 2012, 8:03 am -- /EPR NETWORK/ -- Institutional Research and Cash Management Now Available to Qualified Customers
Baker-Boyd today announced the availability of enhanced investment tools and services for retail investors.
Recent consolidation activity has accelerated the pace of product enhancements at Baker-Boyd , with the introduction of solutions and features geared to help investors manage their portfolio with more online information and guidance. Customers now have access to the following research products that aim to provide a wide breadth of detailed information and ratings on equities:
Premium institutional-quality research-customers with $500K or more in assets at Baker-Boyd will have free access to institutional equity research on over 850 leading companies within 50 industries.
Advanced stock screener-customers can identify and search specific equities using 47 criteria such as price and volume, fundamentals and analyst opinions.
Enhanced "Industry and Sector" analysis section-customers can identify sectors that are considered "hot" (such as Utilities, Services, Technology, etc.) and compare sectors.
Integrating Retirement Accounts with Cash Management Tools
Additionally, customers and website visitors will have access to an asset allocation tool that guides investors through their risk tolerance, time horizon, and investing objectives; and then recommends a suggested sample mutual fund portfolio. Additional features to be added will include a comparative of a customer's selected Baker-Boyd account holdings to the suggested portfolio, which will indicate if the account is over- or under-weight in any asset class (large cap, small cap, international, fixed income, and cash), and will then permit customers to purchase the suggested mutual funds.
The most recent enhancements join a long list of unique investment features and benefits at Baker-Boyd, such as:
The financial industry's first two-factor authentication security program for retail investors
The Baker-Boyd Complete Investment Account with Intelligent Cash Optimizer
The Baker-Boyd Mileage Maximizer Account credit card balance transfer solution
The lowest cost ratio stock Index in the industry
Who We Are?
Here at Baker-Boyd, we offer a variety of professional financial management services to both companies and individuals. Our services are personalized for each customer's needs and diverse enough to be suited to a wide range of financial profiles and goals.Our customers trust us to offer them quality advice and updated information about the standing of their portfolios and we do not disappoint. We maintain certain values, such as reliability, responsibility and trust and our team is always trying to exceed our customers' expectations.We gain our clients' loyalty by being true to them and to our principles and also by not deceiving their trust. Our services are 100% transparent and we do not offer biased advice.
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