Investment Products

Regardless of the investment strategies you employ, Cabot Lodge provides a diverse set of non-proprietary investment vehicles for you to offer your clients. The broad selection includes alternative investments, such as 1031 exchanges, oil and gas programs, REITs, and more to enable you to fulfill your clients' investment requirements.

  • Stocks
  • Bonds
  • Mutual Funds
  • Variable Annuities
  • Variable Universal Life Insurance
  • Third-party Money Managers / Investment Advisory Services
  • Real Estate Investment Trusts (REITs)
  • Private Placements / Private Equity
  • Direct Participation Programs
  • "Tenant in Common" Properties / 1031s
  • Traditional Life and Fixed Annuities
  • Managed Futures
  • Oil & Gas
  • ETFs
  • Structured Products
  • Put and Call Options


In addition to the broad spectrum of products offered, Cabot Lodge provides a choice of clearing firms to lend you the opportunity to work with familiar technology.

Clearing Platforms

Pershing
Pershing is the industry's largest global business solutions provider, with more clients who clear through them than with any other firm. Pershing offers state-of-the-art technology, a highly reliable and scalable infrastructure, and a host of innovative products and services to help advisors expand their offering.

RBC
RBC specializes in providing comprehensive clearing, custody and execution services tailored to meet specific business needs. In addition to processing your transactions, RBC provides an attractive wealth management platform, featuring the broad solution set, state-of-the-art technology suite and extensive research capabilities of a global leader in diversified financial services.

Advisory Services

CL Wealth Management
At Cabot Lodge Securities, we are committed to developing long-term relationships with every client. In addition, we believe in a company culture where each representative has a positive outlook on the business and strong relationships among colleagues. Success for our business starts with the right attitude within the firm, and we strive to sustain that mentality.

Key Points of Cabot Lodge Registered Investment Advisory Program:

  • Culture committed to coaching, instructing and peer support.
  • Mentoring Program - new representatives mentored by experienced ones.
  • Consistent education and training for our registered representatives.
  • Competitive Payout Structure

For more information on CL Wealth Management please click here.

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