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Duncan-Williams, Inc. strives to continually build, enhance, and support innovative financial products and services. Below are some of the many products and services available through your Duncan-Williams, Inc. representative. For more information on any of the products and services listed below please contact your registered representative or Trey Fyfe at 800-827-0827, Ext. 6812.
Annuities, Mutual Funds, and Money Funds
Annuities
Annuities are contracts with insurance companies, involving an investment which can be a source of retirement income.
Different Types of Annuities
Tax-Deferred
A tax-deferred annuity provides an additional long-term tax-deferred savings opportunity to help you prepare for your retirement years—with the opportunity to generate an income stream in retirement.
Income
An income annuity can help cover your essential expenses and create a pension-like stream of income for a certain period of time or the rest of your life. It is also the only product that can provide retirement income for life, by converting a portion of your retirement savings into a reliable income stream that you can't outlive.
No-Transaction-Fee Mutual Funds
Maximize your investment returns with access to over 1,750 mutual funds from more than 150 fund families through FundVest®.
Money Funds and Bank Deposit Accounts
Intensify the growth potential of your portfolio by sweeping your uninvested account balances to a taxable or tax-free money market fund, or a Federal Deposit Insurance Company-insured bank deposit account.
Cash Management Services
EasyPay
This convenient tool lets investors use a touch-tone phone to transfer funds from their bank accounts to their brokerage accounts.
ProCash Plus®
ProCash Plus is a powerful asset management tool that allows you to invest in securities, purchase products and services, deposit money, write checks and pay bills from a single account.
IRA Resource Checking
Clients that attain the age of 59½ or older, and who maintain Traditional, Rollover, or Spousal individual retirement accounts (IRAs) with total equity of at least $500 in their accounts, can take advantage of unlimited check writing against their available funds through IRA Resource Checking.
NetExchange Client®
An Internet-based brokerage platform that makes trading, news, and account information available to you, around the clock.
Lending Services
CreditAdvance™
This margin lending product will help you unleash the potential of your brokerage account by leveraging your investment assets to obtain a line of credit for security purchases.
LoanAdvance™
A securities-based consumer lending product that is ideal for most personal, consumer or business needs.
RealAdvance™
We offer you a mortgage origination solution provided by BNY Mortgage Solutions, a division of Everbank.
Retirement Products
A full line of individual retirement accounts (IRAs) and employer-sponsored retirement plans that enables Duncan-Williams, Inc. to serve our clients’ retirement savings and distribution needs. These retirement offerings include:
- Education Savings Accounts, Traditional, Roth, and SIMPLE IRAs
- Simplified Employee Pension Plans
- 401(k) and Individual (k) Plans
- 403(b) (7) Custodial Accounts
- Profit Sharing
- Money Purchase Pension Plans
- Target Benefit Plans
Wealth Management
We offer trust administration that gives high-touch support for specialized transactions, including corporate stock option exercises, sales and transfers of restricted stock, and loans against restricted stock. In qualified circumstances, you may also access additional liquidity solutions, such as collars, variable prepaid forwards, and The Bank of New York asset management and alternative investments for high-net-worth investors, including hedge funds and private equity offerings.
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