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:
|Corporate and government bonds|
|Tax-fee municipal bonds|
|IRAs (Roth and traditional)|
|Simple IRA plans, 401 Ks, 400 Bz, SEPs, Keoghs|
|Section 529 College Savings plans|
|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.
Securities and Insurance Products offered through LPL Financial,
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.