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About Commonwealth
Commonwealth is the second-largest, privately held independent broker/dealer
in the United States, with offices in Waltham, Massachusetts, and San Diego, California. Since
1979, we've been helping our field force of independent financial professionals help
investors like you pursue your financial goals. We do that by providing them with
the technology, research, resources, and support that allow them to keep their focus
on what's most important: you and your financial objectives.
By partnering with Commonwealth, an independent broker/dealer, your advisor is
demonstrating a commitment to providing you with objective advice free of bias or
conflict of interest. That's because Commonwealth does not produce any proprietary
investment products of its own or impose sales quotas on its advisors. So your
Commonwealth advisor is free to focus solely on what's right for you and to act only
in your best interests.
A full range of investment products
We provide your advisor with a comprehensive selection of products to help you
pursue your financial goals:
- Stocks
- Bonds
- Mutual funds
- Unit investment trusts(UITs)
- Real estate investment trusts(REITs)
- Fixed and variable annuities
- Managed investment programs
- Life insurance
- Long-term care insurance
- Limited partnerships
- CDs and money market accounts
- Retirement plans
- Separately managed accounts (SMAs)
- Alternative investments
Education that keeps your advisor in the know
Through conferences, seminars, and online training opportunities, we help keep your advisor
abreast of the ever-changing, increasingly complex financial industry so he or she can make the best
recommendations regarding your financial future.
Support that keeps the focus on you
Our time-saving technology tools allow your advisor to spend less time on administrative
tasks and more time focusing on your total financial picture and crafting the right strategy
for you. These tools, along with our research and other support services, allow your financial professional to direct the maximum amount of energy possible toward their role as your trusted advisor.
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