PSS Investment Services

Investing built around you

For over 15 years, PSS has been proud to help clients pursue their financial goals while giving them more time to focus on what really matters in life. Everything we offer — from guidance and powerful trading tools to retirement resources — is built around one thing…you.

We believe there should be more than one way to work with an investment firm.
That’s why we offer multiple ways, so you can work and grow with us how you want.

Online Trading Account

We offer all tools for you to manage and trade your own investments.
  • Lowest commissions and spreads guaranteed
  • Powerful trading platforms to help you navigate the market
  • Research, trading tools, and education to help you make confident investment decisions

Open an PSS online trading account in just 10 minutes and start trading stocks, forex, commodities, bonds, ETF, and other financial products.

  • Easy and convenient trading from pssinvest.com and mobile app
  • Trade on your schedule with 24/7 access to trading and support desks.

Smart Portfolio Builder

Get automated investing and professional guidance.
  • Our Advisory Robot builds a diversified portfolio of ETFs based on your financial needs and goals.
  • Your investments are monitored daily and automatically rebalanced to stay on track.
  • Option to select our Premium service with unlimited 1:1 guidance from a professional

More and more customers use Advisory Robot every year.

  • Pay no advisory fee and trading commissions.
  • Builds a custom portfolio based on your goals.
  • Checks your income, spending, and tax bracket.
  • Handles your daily banking requirements.

Private Client Service

Plan and invest with an advisor.
  • Dedicated relationship with a financial consultant who will get to know you and your needs
  • Personalized financial plan to help you meet your goals
  • No charge to work with a financial consultant

A dedicated team works with you to identify and improve your wealth.

Your private service team listens to your needs and develops sophisticated savings and investment strategies to fit your unique goals. Moreover, your dedicated team monitors your portfolio and reports to you on a regular basis.

Request a call from our
dedicated team today.

Let’s build a relationship.

get in touch

Be sure to make appointment before you visit our branch for investment services as not all branches have a financial service specialist.