Focus on the client.
Unlike traditional Wall Street firms where in-house research and products are the primary focus, our professionals concentrate on the investment needs of you, the client. Our ability to be independent and objective creates a unique niche for Weller, Anderson & Co., Ltd. and prevents conflicts of interest.
Fixed Income Access in all Treasury, Government Agency, Corporate, Collateralized Mortgage Obligations, Mortgage-Backed, Municipal securities for institutional and private clients.
Equity Access in general securities, CDs, UIT, stocks and options. The firm maintains relationships with the top mutual funds, variable annuity and insurance companies, direct participation firms and professional money managers.
Insurance Access in general lines - life insurance, variable and fixed annuities, and long-term care.