Broker Check

Products & Services

At Evyavan, we provide assistance in the following areas:

Open Architecture choices from virtually all asset classes include:

Brokerage Services

  • Equity investments
  • Fixed Income investments
  • Mutual funds and Unit investment trusts
  • Exchange traded funds
  • Risk management strategies

Asset Allocation & Management

  • Separate accounts – Managed Money
  • Fee-based management services
  • Consulting services
  • Insurance
  • Alternative investments

Corporate and other Services

  • Retirement Plans
  • Profit-sharing and Money Purchase plans
  • Defined benefit plans
  • Liquidation strategies
  • Restricted Stock transactions
  • Corporate stock options
  • Margin facilities
  • Money market accounts with check writing
  • Account valuations and other custody services