Stock Direct

This special program is intended for clients who have considerable mutual fund investments and wish to further diversify the equity portion of their portfolio with stocks that can be purchased directly from individual companies with out using a broker, thereby saving on commissions.

Your initial investment will automatically enroll you in the company’s direct stock purchase plan (DPP) and / or dividend reinvestment plan (DRIP). These plans allow reinvestment of dividends and additional share purchases, and have very affordable initial and subsequent investment minimums. You can also open an IRA. Our philosophy with this program is to assist you in building a diversified portfolio of quality stocks intended for long-term investment objectives.