In order to help you reach your financial goals, M&T Investment Group offers a broad range of options including:
Annuities - If you seek long-term growth, a tax-deferred annuity may be an excellent choice.
Bonds - We offer access to all of the major fixed income markets, including the Municipal, Treasury, U.S. Government Agency and corporate bond markets. For a managed portfolio, M&T's Private Client Services Group is able to create portfolios that are appropriate for you. To buy and sell your own fixed income investments, the bond specialists at our full service Fixed Income Trading Desk can help you find appropriate fixed income investments for your portfolio.
Brokerage Services - For the savvy investor who demands access to accurate up-to-date news, quotes and research, yet feels comfortable making the final decision, M&T Securities, Inc. is pleased to offer newly expanded services to fulfill your investment needs.
Insurance - A good way to provide financial security for yourself and your family, and to protect the assets in your estate. We offer expert advice and a wide selection of high quality term life, permanent life, disability income and long-term care insurance products.
IRA and Roth IRA - You can ease your tax burden now and in the future by investing in an IRA.
Mutual Funds - You have access to many mutual funds through M&T Securities, Inc. Investment professionals at MTB Investment Advisors, Inc. manage the MTB Funds.
Options - Seasoned investors may wish to apply for an options trading account. M&T Securities, Inc. gives you the ability to buy, sell and exercise listed options.
Stocks - M&T Securities, Inc. can help you execute stock transactions on all the U.S. exchanges and the Toronto Exchange.
Portfolio Management Account (PMA) - Combines the investment capabilities of an M&T Securities, Inc. brokerage account with the convenience of an M&T Bank checking account.
Retirement Planning - You need a plan for retirement that allows you to make the most of your existing investments, while capitalizing on other available options. That's where M&T Securities, Inc. can help. With a wide range of world class solutions that are tailored to your specific goals, you can count on our expertise and knowledge to help show you the way to a brighter financial future.
From M&T Bank:
Investment Management - Our investment management process is grounded in modern portfolio theory and delivered to you through our commitment to unparalleled customer service. It rests on an understanding of your needs and applies the proven process of Asset Allocation to help you achieve your financial goals.
Portfolio Architect - An investment program using the proven process of Asset Allocation. Portfolio Architect takes the burden of managing your investments off your shoulders and places it where it belongs - in the hands of professionals.
Trust & Estate Services - Offers a variety of planning techniques to reduce estate taxes and control distribution of your assets to immediate and future heirs.
Additional questions about any of these products and services can be directed to our Financial Consultants by calling (800) 836-1500 or by using our contact form.
Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value
M&T Investment GroupSM is a service mark of M&T Bank Corporation and consists of M&T Securities, Inc., the investment-related areas of M&T Bank and investment advisory firms MTB Investment Advisors, Inc., and Zirkin-Cutler Investments, Inc.
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank. M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.
