Yes, Zions Investment Securities, Inc. is a full service brokerage established to provide a full line of investment products and services, from the convenience of your local bank, and now from the convenience of your own home or office via Zions Direct Online Brokerage. We have knowledgeable Personal Investment Officers, licensed in securities and insurance, who will take a personal interest in you and advise you on your economic future.
Mutual funds give investors access to internationally renowned money managers.
In addition, mutual funds offer investors a simple way to obtain a diversified portfolio of professionally managed securities with a low minimum investment. Mutual funds provide investors with a variety of investment choices to meet diverse investment objectives. ZISI provides clients with a variety of personalized services including the ability to work with a Personal Investment Officer. Personal Investment Officers are licensed investment professionals who will meet with you to discuss your investment objectives and then recommend and monitor a plan which will assist you in meeting you financial goals. A PIO will meet with you to discuss your financial needs and objectives.