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Home > Financial Services > Stock Brokers > Institutional Securities Corporation
Institutional Securities Corporation
Institutional Securities Corporation is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The ISC mission is to manage and grow assets to secure each individual client's financial future. Their approach is to listen to the client's needs, concerns, short and long term objectives and overall retirement goals. Together, they develop a flexible, self directed portfolio appropriately selected from the large range of investment options available in the marketplace. ISC is committed to partnering with their clients as a trusted advisor for the long term, providing ongoing education, reporting, service, consulting. ISC stands behind our proven investment expertise.
The Company provides services such as Employee Benefits Consulting and Plan Design, Non-Qualified Deferred Compensation Packages, Investment Advisory Services, Asset Allocation Modeling, Education Funding Analysis, Registered Representative Service, On-line Account Access, Daily Valuations & Monitoring, Unlimited Investment Transfers and Allocation Changes, Quarterly & Annual Individual Reporting, Billings and Receipts, Custom Plan Documents, Customer Service Access Via 800 Number, Plan Enrollment Seminars, and 5500 Preparation.
ISC prides itself on providing one of the most comprehensive and detailed enrollment seminars available today. Participants receive vital information not only about their retirement plan, but they are also educated about the fundamentals of financial planning and how to successfully manage their financial future. ISC's Financial Advisors help participants determine their investment objectives and develop and implement a long term financial plan.
The Company provides you with a customized Plan Document designed to meet your organization's unique needs. By utilizing their plan checklist, ISC can help you structure a plan to meet a wide range of objectives, including vesting schedules, loan provisions, eligibility features, employee deferrals and employer contributions. Plan options include establishing 401(k) plans, 403(b) plans, 457 plans, profit sharing plans, money purchase plans, or other options depending on your organization's specific objectives. ISC's plan specialists continually monitor changing IRS regulations, and when necessary, ISC provides plan updates to keep your organization's plan current.
ISC processes loan applications and performs ongoing loan administration services to applicable plan participants, including amortization and payment schedules. The inclusion of a loan provision in qualified plans is voluntary, and ISC can assist you in determining the loan provisions for your specific plan.
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