While our primary role is investment management, we believe it is essential to coordinate our clients` investment strategies with their overall financial situation. Traditional investment professionals take a focused approach; they often monitor portfolios according to a limited number of investment objectives and do not become involved in other aspects of their clients` finances. In our initial free review, we obtain detailed information about our clients` assets, liabilities, income and expenses. We discuss their short- and long-range goals, assess their tolerance for risk and develop a coordinated investment strategy.
Our orientation and history demonstrate an enduring relationship with our clients. Our modest size allows us to deliver a degree of service, flexibility, and close attention to detail seldom found in larger institutions. We are not just a voice on the phone or an anonymous 800 number. In short, we know our clients. Many new relationships with Hawkeye Brokerage Center have begun because our clients have been frustrated by the lack of personal knowledge and attention provided by their previous representatives. Our firm is managed by our agents who are fully accountable for the long-term performance of our clients’ investment portfolios.
Disclosure
Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC (www.finra.org and www.sipc.org) . AIC and Hawkeye Brokerage Center are not affiliated. Additional products and services may be available through Merle D. Miller and Hawkeye Brokerage Center that are not offered through AIC. Securities products are limited to residents of AK, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MN, MO, NE, NV, OH, TX, VA, WA, and WI. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Hawkeye Brokerage Center will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.
HBC is dedicated to helping individuals reach their personal and financial goals by developing spending and saving guidelines that balance present and future needs, and by providing objective investment recommendations.
Investment Products
*Mutual Funds
*Tax-Free Municipal Bond Funds
*Ginnie Mae Bond Funds
*Money Market Funds
Annuities
*Fixed and Variable Annuities
*Flexible Deposit Annuities
*Single Deposit Annuities
Insurance
*Life Insurance
*Group & Individual Term Ins.
*Variable and Universal Life Ins.
Retirement Plans
*Roth IRA plans/IRA Plans/SEP IRA Plans
*University of Iowa S.R.A. Options
*Annuities/Index Annuities
*457 Plans
*403b Plans
*401(k) Plans
*Pension/Profit Sharing Plans
Disability Income Insurance & LTC Insurance
Services
*Various Comprehensive Financial Strategies
*University Benefit Assistance
*TIAA/CREF Investment Assistance
*Retirement Planning
*Tax Strategies/Investments
*Estate Planning Services
*College Finance Planning
*Charitable Gift Planning
*Comprehensive Business Planning
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