Investment Services

Investment Services 

INTEGRATED INVESTMENT SOLUTIONS
Mercantil Bank Private Banking works closely with Mercantil Bank Investment Services, Inc. (Mercantil CIS), a fully-owned affiliate of Mercantil Bank, N.A., to offer access to suitable investment strategies and portfolios. Mercantil CIS is a broker-dealer and investment advisor whose custody and clearing services are provided by Pershing LLC, a subsidiary of The Bank of New York Mellon.

BROKERAGE SERVICES 
Our brokerage services facilitate investments in stocks, ETFs, bonds, mutual funds and hedge funds.

INVESTMENT ADVISORY
Our investment advisory services provide access to our expertise in portfolio design, component selection, execution, monitoring and tactical adjustments, as well as receiving quarterly performance and commentary reports.

Member FINRA and SIPC*

Investments offered through Mercantil CIS are | Not FDIC Insured | Not bank guaranteed | May lose value | Not Insured by governmental agencies.

*Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. Assets are not protected as result of negative performance.