Investment Services


Due to various state regulations concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with persons residing in states where our financial consultants are currently registered.

Southport Investment Management

Southport Investment Management (SIM) is a service of Southport Bank. SIM was created to help bank clients, as well as other individuals and businesses in the greater Kenosha area, deal with three issues:

  • Create and Grow Wealth
  • Protect and Preserve Wealth
  • Plan for the Distribution of Wealth in the Most Tax Advantageous Way

The target audience for the services of Southport Investment Management includes individuals, businesses, corporations and non-profit organizations. As a full service program, we can offer clients access to the following:

check Mutual funds
check Individual stocks
check Corporate and government bonds
check Tax-fee municipal bonds
check IRAs (Roth and traditional)
check Simple IRA plans, 401 Ks, 400 Bz, SEPs, Keoghs
check Section 529 College Savings plans
check Variable and fixed annuities and other insurance products

 

The Investment page you are about to access is not controlled by Southport Bank and the link will take you off of our site. A new browser window will open with the investment information. Once you are ready to come back to our site just close the new browser window and you will return to this page. 

Click here for LPL Financial website

Already an LPL client, click here to log into your LPL Account

Securities and Insurance Products offered through LPL Financial,
MEMBER FINRA/SIPC

NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Southport Bank is not affiliated with LPL Financial.


 

NOTICE: Southport Bank is not responsible for the content or accuracy of any third party website. Southport Bank shall not be responsible for any loss or damage of any sort resulting from the use of a link on its website nor will it be liable for any failure of products or services advertised or provided on these linked sites. Please contact us with any concerns or comments.

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