Tanner Investments

Investment Profiles

Conservative Profile

Invests in assets with a low degree of sophistication available to all investors in the market

  • Domestic Equities / MILA / Local ETFs / Off-Shore Market
  • Currencies (Spot)
  • Domestic Fixed-Income Instruments
  • Mutual Funds
Moderate Profile

Looks to diversify his or her investments in different markets and currencies and can handle contracts with a certain degree of complexity.

  • Trading Domestic Stocks
  • Repo Agreements
  • Securities Lending
  • Moderate Profile Mutual Funds
  • Simultaneous Financier (Forward Seller)
  • International Market (Pershing)
  • Portfolio Management (PM)
Aggressive Profile

Invests in sophisticated products with leverage, and can access the entire range of products and investment alternatives.

  • Simultaneous Transactions (Forward Buyer)
  • Short Sale Operations
  • Forward Transactions
  • Structured Products in General (Domestic and Foreign Market)
  • Aggressive Profile Mutual Funds

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