Small Firm Attention...Small Firm Feel

Unlimited Resources at your fingertips

Home to independent financial professionals since 1987, World Investments, Inc. is one of the few remaining privately-owned, boutique broker-dealers in our industry. At World our advisors and their clients enjoy one-on-one service, personalized support, and freedom from bureaucracy. As practicing advisors, our management team understands the challenges that our advisors and clients face every day, and we work tirelessly to provide a nurturing environment to foster your growth and financial independence.   We listen to your needs, and we provide the tools needed for your success.

At the heart of the World Team are nearly 200 hand-selected Professional Financial Advisors.  But don't let our size fool you.  World is registered with the SEC, FINRA, MSRB, SIPC, National Society of Compliance Professionals, and is licensed to transact business in all 50 states, the District of Columbia, and Puerto Rico.

Our Services Include:

  • Full range of investment products, including:                   
    • Mutual Funds
    • Exchange Traded Funds
    • Unit Investment Trusts
    • Investment Advisory Services
      • Managed Accounts
      • Custom Portfolio Management Services
      • Separately Managed Accounts
      • Fund Strategist Portfolios
    • Direct Investments
    • Variable Annuities
    • Variable Life Insurance
    • Stocks
    • Government, Corporate, and Municipal Bonds
    • CDs and FDIC Insured Bank Deposit Solutions
    • Private Investments
    • CoreStone™ Comprehensive Asset Management Accounts
    • Full range of Self-Directed Retirement Plans
  • Access to extensive investment and fund research tools
  • Custom, Secure, Private Client Portal and Account Access
    • Check your balances, holdings, and account activity
    • Open Accounts, Set up links to your bank accounts, add or withdraw funds, initiate account transfers, download statements and tax documents
  • Account Aggregation and Consolidated Reporting
  • Financial Planning Services

The Management and Staff of World are committed to providing the highest level of service and support to our advisors so they can focus on you, our clients!