Investment Services You Can Trust
Stocks
Stocks
The foundation of a solid portfolio, Landmark Investments will work with you to build a stock portfolio that best fits with your financial goals. The advisors at Landmark Investments will work with you to design a stock portfolio that best fits your financial goals.
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Bonds
Bonds
Bonds are essentially IOUs issued by companies or government agencies that pay investors a predetermined interest rate over a set period of time. The advisors at Landmark Investments offer taxable and non-taxable bonds.
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Exchange-Traded Funds (ETFs)
Exchange-Traded Funds (ETFs)
The advisors at Landmark Investments offer EFTs, a diversified type of investment similar in some respects to stocks. Landmark Investments can assist you in determining if EFTs make sense for your portfolio.
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Unit Investment Trusts
Unit Investment Trusts
Unit Investment Trusts (UITs) give you access to a variety of asset classes (stocks, bonds, commodities) without having to pick individual investments. The advisors at Landmark Investments can help you determine if UITs make sense for you.
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Certificates of Deposit (CDs)
Certificates of Deposit (CDs)
A CD is a savings certificate with a fixed maturity date and interest rate. The advisors at Landmark Investments offer a variety of CDs, including brokered CDs and equity-linked CDs. Find out if investing in CDs is right for you.
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Mutual Funds
Mutual Funds
Mutual funds are a mix of assets (typically stocks and bonds) that can diversify your portfolio in one investment. Mutual funds can be a healthy addition to any portfolio. Our advisors offer the full range of top mutual fund products.
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Annuities
Annuities
An annuity is an insurance contract that guarantees you a continuous stream of payments for a specified premium. The advisors at Landmark Investments offer fixed, variable and fixed indexed annuities.
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Alternative Investments
Alternative Investments
The advisors at Landmark Investments provide alternative investments such as non-traded real estate investment trusts (REITs) and commodities such as precious metals. Contact us to learn more.
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Managed Accounts
Managed Accounts
At Landmark Bank and Landmark Investments, we understand that the process of investing can be confusing, but you don’t have to do it alone. Our professional investment advisors can look after your portfolios on your behalf and manage your accounts so you don't have to.
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Landmark Investments
* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member SIPC/FINRA. View Raymond James' Privacy Notice.
Securities and Insurance products are: ♦ Not FDIC insured ♦ Subject to risk and may go down in value ♦ Not financial institution guaranteed ♦ Not a deposit ♦ Not insured by any federal government agency.
Landmark Bank and Landmark Investments are not registered broker-dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Landmark Bank Wealth Management
Investment products and services provided by Landmark Bank Wealth Management are not FDIC insured, not insured by any federal government agency, not a deposit or bank obligation, not financial institution guaranteed, subject to investment risk, including potential principal loss.