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| Offering mutual funds,
annuities, bonds, CDs, and individual
stocks, Oberweis Financial Consultants have
a wide variety of solutions available to
meet the needs of our clients.
Investors who value the personalized
one-on-one relationship with a Financial
Consultant will find that Oberweis
Securities offers exactly what they want in
a full-service brokerage account. If you
need assistance with investment planning,
portfolio analysis or asset allocation
strategies, we have financial consultants
that can work with you. Through a full
service brokerage account with Oberweis
Securities, you have access to the following
services which can help you address your
particular investment needs: |
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Individual Stock Ideas
At Oberweis, we’ve made our mark by targeting and investing in extraordinarily rapidly
growing companies – those that are increasing revenues and earnings by at least 30% annually.
Inspired and directed by Jim Oberweis, our small cap research team tries to pinpoint small
companies in the very early stages of growth. Those that are showing strong growth before
they become household names – or are even noticed on Wall Street. Companies that typically
fit three fundamental criteria: at least 30% revenue growth, at least 30% earnings growth,
and a price earnings ratio less than half the company’s growth rate.
Click here to see a more
detailed overview of our Oberweis Octagon investment philosophy.
Because the marketplace for small-cap companies is dynamic and the risk inherent in many
individual small-cap stocks may be higher than in other areas of the market, working closely
with an Oberweis Financial Consultant is all the more important. From providing
up-to-the-minute information on the companies we follow to getting a better execution on
the purchase or sale of a stock, a full service brokerage account can prove invaluable to
successfully investing in the world of small-cap stocks.
When you open a brokerage account with Oberweis Securities, Inc., your assets are carried by
National Financial Services LLC ("NFS"), a Fidelity Investments company. Securities in
accounts carried by NFS are protected by the Securities Investor Protection Corporation
("SIPC") up to $500,000 (including cash claims limited to $100,000). NFS has arranged for
additional unlimited insurance protection for cash and securities to supplement its SIPC
coverage. Neither coverage protects against a decline in the market value of securities.
Clients of Oberweis Securities Inc. will also enjoy the following benefits:
- A research team dedicated to rapidly growing, small-cap companies
- Attractive commission rates
- Outstanding quality of execution
- Individual Retirement Accounts – Traditional/Rollover IRA, Roth IRA, SIMPLE, SEP-IRA
- Margin and Option accounts available
- Online tools available and access to view your account 24 hours a day
Open an account now with $100,000 or more and receive a complimentary subscription to
The Oberweis Report, an investment advisory letter
published by Oberweis Publishing, LLC providing market commentary and individual
rapidly-growing small-cap stock ideas. The Oberweis Report is consistently rated among the
top performing investment advisory letters according to Hulbert Financial Digest.
- To provide a source of current income
- To balance an investment portfolio
These are two reasons why investors look to fixed income investments for part of their
investment allocation. Oberweis consistently scours the market to find extremely competitive
rates on certificates of deposit and municipal bonds as well as corporate and Treasury Bonds.
Contact us to find out more about our current offerings.
Whether you're looking for individual ideas to complement an existing portfolio or you're
looking for Oberweis to manage a portfolio of fixed income instruments to meet your specific
investment needs, Oberweis offers everything you need to meet your fixed income objectives.
Our fixed income team specializes in conservative portfolios structured for income and
capital preservation. Oberweis Securities offers a wide spectrum of conservative fixed
securities including:
- U.S. Government Bonds
- U.S. Government Agencies
- Certificates of Deposit (CDs)
- Corporate Bonds
- High Grade Tax-Exempt Municipal Bonds
Mutual Fund Allocation
In addition to the Oberweis Family of Mutual Funds, Oberweis also offers thousands of mutual
funds from over 120 fund families. Utilizing our wealth of professional research and
analysis, an Oberweis Financial Consultant is available to assess your current investment
portfolio, and given your goals, risk tolerance, and time horizon, provide an allocation of
funds to meet your needs. Once an investment plan is put into place, your Financial
Consultant will track the progress of your account. Changes in your lifestyle and/or market
conditions may give rise to the need for a modification in your portfolio. Having an Oberweis
Financial Consultant on hand to determine what changes may be necessary could be an
invaluable resource in keeping your portfolio working for you.
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| After opening an account with Oberweis
Securities, a Financial Consultant will
contact you to discuss your current
financial picture, incorporate the services
that apply to your particular situation, and
develop an investment plan to meet your
individual needs.
Financial planning is a key to meeting
your short-term goals, such as buying a new
car or the purchase of a home, as well as
your long-term goals such as college funding
and retirement planning. Having a “gameplan”
in place, an outline of where you are now
financially and where you would like to be,
is an extremely important first step to
realizing your financial goals. Because of
this importance of having the “big picture”
always in mind, an Oberweis Financial
Consultant can play a vital role in your
financial future. We're here to work with
you; to listen to your personal goals and to
develop a plan for you to realize them.
Contact us today to begin achieving your
investment dreams. |
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