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Integrated Investment Solutions
Mercantil Commercebank Private Banking works closely with Mercantil Commercebank Investment Services, Inc. (Mercantil CIS), a fully-owned affiliate of Mercantil Commercebank, N.A., to offer access to suitable investment strategies and portfolios. Mercantil CIS is a broker-dealer and investment advisor whose custody and clearing services are provided by Pershing LLC, a subsidiary of The Bank of New York Mellon.
Brokerage Services
Our brokerage services facilitate investments in stocks, ETFs, bonds, structured products, mutual funds and hedge funds.
Investment Advisory
Our investment advisory services provide access to our expertise in portfolio design, component selection, execution, monitoring and tactical adjustments, as well as receiving quarterly performance and commentary reports.
Member FINRA and SIPC*
Investments offered through Mercantil CIS are | Not FDIC Insured | Not bank guaranteed | May lose value | Not Insured by governmental agencies.
*Assets are not protected from losses as a result of negative investment performance. SIPC coverage is provided through our clearing firm, Pershing LLC. As a result client owned assets held in custody by Pershing are protected by SIPC, up to $500,000 in value, including $100,000 in cash awaiting reinvestment. Pershing also provides coverage in excess of SIPC limits, a per client loss limit of up to $1.9 million for cash awaiting reinvestment may be available. Please visit www.pershing.com for complete details on SIPC coverage provided. |
Rev.: September, 2011 | Back to Top |
