Our Products
Upstream Investment Partners believes that choice is crucial in investment and financial planning. Our firm provides access to a selection of investment products that is broad and deep. This allows our advisors to provide what they believe is best in class to their clients.
Stocks
- NYSE Listed Stocks
- NASDAQ Over the Counter
- All Other Major Exchanges
- Foreign Stocks
- Margin Accounts
Bonds
- Municipal
- Corporate
- Treasury (Bills, Notes, Bonds, Strips)
- Mortgage Backed (CMA, GMNA, FNMA)
- Government Agency
- Certificate of Deposit Securities
- Structured Note Securities (Equity Linked Securities)
- Preferred Debt
Asset Management
- Independent Manager Search
- Performance Monitoring & Reporting
- Wrap-Fee Accounts
- Asset Allocation
- Separately Managed Accounts
Mutual Funds
- Open-End Funds
- Closed-End Funds
- Asset Management
Unit Investment Trusts
- Equity Portfolios
- Taxable Fixed Income Portfolios
- Tax-Free Fixed Income Portfolios
Options
- All Major Exchanges
Retirement Accounts
- RAs/SEPs
- Defined Benefit
- Defined Contribution
- Money Purchase
- Profit Sharing
- 403(b)
- 401(k)
Alternative Investments
- REITs
- Managed Futures
- Equity Linked Notes
Cash Management
- Daily Sweep Accounts
- Money Markets
- Insured CDs
- Online Account Access
Insurance
- Fixed Annuities
- Variable Annuities
- Term Life
- Variable Life
- Universal Life
- Whole Life
- Disability
- Long Term Care