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GET https://www.santanderbank.com/home/search-results

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Text Content

INVESTING - SANTANDER

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Online Services
Retail Online Banking
 * Retail Online Banking
 * Mortgage Accounts
 * Business Online Banking
 * Investment Services
 * Consumer Credit Cards

OK


NAVIGATION MENU


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 * About Us
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Personal
Checking
Checking Overview
Santander Select Checking
Simply Right Checking
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Savings Overview
Santander Select Money Market Savings
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Resources
Prosper and Thrive




Small Business
Commercial
About Us
Private Client
Global Market Outlook  Read Highlights | Read full report 

Investment Disclosures   Form CRS | Disclosures



WELCOME TO SANTANDER
INVESTMENT SERVICES

You have a vision of where you want your hard work to take you. Our investment
solutions can help that vision become a reality. Through our partnerships with
the largest and most experienced fund managers in the industry, we can give you
access to portfolio managers and investment products that fit your strategy.
Together, we'll work to create a personalized plan for your goals.


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Partnerships with the largest and
most experienced fund managers
in the industry

In-depth understanding of the global economy

Globally diversified funds and
comprehensive portfolios

Globally diversified funds and
comprehensive portfolios 

In-depth understanding of the
global economy 

Partnerships with the largest and most experienced fund managers in the industry


OUR PLANNING PROCESS


Step 1


UNDERSTAND YOUR GOALS


We’ll start by meeting with you, virtually or in person, to understand your
current financial situation and discuss your short- and long-term goals.

Step 2


DEVELOP A CUSTOMIZED STRATEGY

With your objectives in mind, we’ll build a financial plan that fits your risk
tolerance, time horizon, and other personal factors.

Step 3


MONITOR YOUR PLAN

We’ll routinely monitor your plan to help keep you on track, and make new
recommendations based on market and economic insights.

Step 4


SUPPORT ALONG YOUR JOURNEY


Your goals may evolve at different life stages. We'll support you with tailored
investment advice every step of the way.





INVESTMENT STRATEGIES FOR EVERY JOURNEY

No matter where you are in your pursuit of wealth, we can help you reach your
goals.

Starting out

Melanie wants to manage her money more wisely and begin to plan for the future.


Her goals :

 * Start saving for retirement
 * Build an emergency fund
 * Manage and reduce debt
 * Invest aggressively in a diversified fashion

How Santander can help:

Planning Strategies
 * We create plans to help diversify savings and investment assets
 * We help assess investment opportunities and risks
 * We offer guidance to help improve cash flow and pay off debt


Solutions
 * Retirement accounts
 * Savings accounts
 * Insurance
 * Debt consolidation



Building wealth

Sam and Alecia are already active investors and they’re looking to get more
aggressive with their financial strategy.
 

Their goals:

 * Accelerate retirement to do more with life
 * Upgrade to a bigger home
 * Prepare for any unexpected problems

How Santander can help:

Planning Strategies
 * We provide comprehensive financial planning
 * We can help shape plans for tax-efficient investing
 * We help create opportunities for greater retirement contributions


Solutions
 * Retirement accounts
 * Emergency liquid savings
 * Advisory accounts



Preparing for the future

Martina and Simon are approaching retirement and looking for guidance on how to
optimize their investments.
 

Their goals:

 * Create an income from retirement savings
 * Adjust risk tolerance and asset allocation
 * Create a legacy through charitable contributions and passing wealth to heirs
 * Plan for management of finances in the event of incapacitation

How Santander can help:

Planning Strategies
 * We can advise on how to better balance risk tolerance
 * We help build strategic and tax-efficient income streams
 * We can help plan for the "what ifs" in life
 * We can help create and manage the transfer of wealth


Solutions
 * Insurance
 * Advisory accounts


Growing a business
Rahab is ready to strategize a steady expansion plan for his thriving business,
and prepare for the long term.
 

His goals:

 * Protect the business against the unexpected
 * Capitalize on success and grow personal wealth
 * Build a solid retirement plan
 * Build a plan for replacing business income with investment income
 * Create an exit strategy

How Santander can help:

Planning Strategies
 * We can help diversify assets beyond the business
 * We can help create strategies to balance financing growth vs. leveraging
   liquid assets, as well as managing the tax implications
 * We help ensure your liability and key person insurance plans are adequate for
   every eventuality
 * We can help establish a reliable business continuity plan
 * We can assist in implementing the right retirement plan for the business
 * We can help draw up an effective succession plan


Solutions
 * Insurance
 * Retirement accounts
 * Buy sell agreements


Starting out
Melanie wants to manage her money more wisely and begin to plan for the future.
❯
Building wealth
Sam and Alecia are already active investors looking to get even more aggressive
with their financial strategy.
❯
Preparing for the future
Martina and Simon are approaching retirement and looking for guidance on how to
optimize their investments.
❯
Growing a business
Rahab is ready to strategize a steady expansion plan for his thriving business,
and prepare for the long term.
❯


WORK 1-ON-1 WITH A FINANCIAL ADVISOR

Work with a Financial Advisor to create a personalized financial strategy based
on your investment objectives. Our dedicated advisors will take the time to
understand your goals and create a comprehensive portfolio.
Book an appointment



INVESTMENT SERVICES TO
HELP MEET YOUR GOALS

Investment services 

Working with you, we’ll create tailored plans to help fit your goals and provide
consistent support along the way.



Asset allocation: We’ll help you build investment strategies to balance risk
with the potential for better returns.

Managed investment strategies: Keep up with your financial strategy with
additional assistance from experienced experts. This requires an initial minimum
investment of $25,000.

Mutual funds: We partner with the largest and most experienced fund managers in
the industry to give you access to a variety of funds that cover a range of
markets, opportunities, and risk tolerances.

Income planning: We offer investment securities that can pay a fixed interest or
dividend until their maturity date.

Insurance: We can assist you with strategies to help protect you and your loved
ones.

Annuities: We offer investment options that protect against uncertainties like
market performance and inflation rates.

Investment options

Choose the right options with unlimited guidance from our experienced Financial
Advisors.



Retirement planning: Create a personal or business retirement plan to help
create security for yourself or for your employees.

College funding: Set up a 529 education savings plan, which may offer a
tax-advantaged way to finance higher education costs.

Portfolio management: Help build a diversified portfolio to help meet your goals
and match your risk tolerance.

Income planning: Create a strategy that considers tax implications and shields
your lifetime earnings.





ACCESS GLOBAL MARKET INSIGHTS TO INFORM
YOUR LONG-TERM FINANCIAL STRATEGY

Read our quarterly in-depth analysis from global investment experts on financial
markets and economic trends.

Read the Highlights

Read the full report




FINANCIAL ADVICE TO REACH YOUR GOALS FASTER

The Fight Against Inflation
A paragraph is a self-contained unit of a discourse in writing.
Read now
Savvy Tax Strategies for High
Income Earners
A paragraph is a self-contained unit of a discourse in writing.
Read Now
Wealth Transfer Planning
A paragraph is a self-contained unit of a discourse in writing.
Read now
View all articles


FAQ: INVESTMENTS

What is a financial plan and why is it important for my financial goals?



A financial plan is a personalized roadmap for achieving your financial goals
and it’s an important tool to help keep your investments on track. At Santander,
we conduct a comprehensive analysis of your current financial situation, then
we’ll work with you to create a plan for your goals, whether it’s for a big
purchase, securing your retirement, or for growing your rainy-day fund. Your
plan will highlight ways to reach your goals, like reducing spending, changing
your investment strategy, or saving more.

A personalized plan can cover a range of concerns, including generational wealth
transfer, investment planning, incapacity planning, education funding and income
planning. It will also consider your prioritized goals, such as building a tax
efficient income plan or creating a custom investment strategy based around
personalized risk levels.

How does Santander use a financial plan to help me?



We review your plan to analyze the projected data and determine your current
financial situation. This allows us to advise you on your roadmap. It also helps
us make specific recommendations. For instance, if your current portfolio is
concentrated in one specific market sector, a recommendation might be to
diversify the portfolio to reduce risk.

Finally, it helps us to conduct annual reviews with you, to track your progress.
Changes in your life today often will change your goals for tomorrow. It’s
important to continually update your plan to ensure your goals and concerns are
being addressed.

My needs are very simple at this point—should I still have a financial plan?



Although your current needs may not seem complex and you have a long time
horizon, the sooner you begin planning, the more that time works in your favor.
The later you start financial planning, your time horizon works against you.

How can I use financial planning to enhance my charitable giving strategy?



One of the benefits of financial planning is to help identify a financial goal,
like charitable giving, and prioritize it so that it can be accomplished along
with your other goals. Beneficiaries, legacy, trusts, and other giving
strategies may be appropriate.

Could I earn income from investments, or are investments for savings only?



Yes, you choose whether you want to focus on income or growth with your
investment dollars, or a combination of both. A Financial Advisor can show you
various ways to assist with this goal.

What should I expect to bring to a financial planning meeting?


 *    Assets: Financial statements from investment accounts, bank account detail
   information
 *    Liabilities: Outstanding debt obligations, mortgage, HELOC, student loan,
   personal loan, car loans
 *    Monthly payments: Broken down by principal and interest
 *    Income: Pre-retirement: salaries, rental income, etc.
 *    Retirement Income: Social Security payments, pension payments, etc.
 *    Expenses: What are your current monthly expenses? Will these expenses
   increase during retirement (travel, moving, etc.)?

Santander Investment Services Line
Call us today at 866-736-6475 for assistance.
9 a.m. – 5 p.m. Eastern Time, Mon-Fri. 

Find Us
Branches across the Northeast and in Miami, Florida, plus 2,000+ ATMs.
Find a branch
Book an appointment



USEFUL LINKS AND CONTACTS


BROKERCHECK


BrokerCheck by FINRA

Research the background of brokers and brokerage firms for more informed
decisions when choosing a broker. 

    


ACCESSIBILITY SERVICE

Customer Service: 866-736-6475 Hearing- and speech-impaired customers may access
that number via relay service by calling 7-1-1 or their preferred relay service.

Customers with disabilities who wish to receive statements in alternative
formats, such as large print statements, may call Customer Service at
866-736-6475.


ACCOMMODATIONS AT BRANCH LOCATIONS

Customers with disabilities who may require other accommodations at branch
locations may contact Santander Bank's Customer Service Center at 877-768-2265.
Hearing- and speech-impaired customers may call 7-1-1 or their preferred relay
service.


Securities and advisory services are offered through Santander Investment
Services, a division of Santander Securities LLC. Santander Securities LLC is a
registered broker-dealer, Member FINRA and SIPC and a Registered Investment
Adviser. Insurance is offered through Santander Securities LLC or its
affiliates. Santander Investment Services is an affiliate of Santander Bank,
N.A.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT BANK GUARANTEED MAY
LOSE VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A BANK DEPOSIT

Santander Securities LLC U.S. registered representatives may only conduct
business with residents of the states in which they are properly registered.
Please note that not all of the investments and services mentioned on this
website are available in every state.

The content on this website is intended for information /educational purposes
only and should not be construed as investment advice, a solicitation, or a
recommendation to buy or sell any security or investment product. The
information on this website does not constitute either tax or legal advice.
Investors should consult with a financial, tax, or legal professional regarding
their individual situation.

Investments are subject to risk, including the loss of principal. Because
investment returns and principal values fluctuate, shares may be worth more or
less than their original value. Some investments are not suitable for all
investors, and there is no guarantee that any investing goal will be met. Past
performance is no guarantee of future results.

Third-party links are provided to you as a courtesy. We make no representation
as to the completeness or accuracy of information provided at these websites.
Information on such sites, including third-party links contained within, should
not be construed as an endorsement or adoption by Santander Securities LLC or
Santander Investment Services of any kind.

SSLLC is registered with the Securities and Exchange Commission ( SEC ) and
Municipal Securities Rulemaking Board. An investor brochure that describes the
protections available under MSRB rules and instructions on how to file a
complaint with an appropriate regulatory authority can be found on the MSRB
website at www.msrb.org.

Diversification does not assure an investor a profit nor does it protect against
market loss.

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