WHY BOSTON MERCHANT FINANCIAL SERVICES?

Why Boston Merchant Financial Services is the Right Choice for You?

At Boston Merchant Financial Services (BMFS) we understand you value your independence as an investor, and that no two investor’s goals are the same. Whether you’re a long term investor or active trader, your ability to make and trust your own investment decisions is important and defines who you are.

By choosing BMFS as your brokerage partner, you’ll be working with a company that is dedicated to servicing your investment needs and committed to helping you pursue your financial goals.

With BMFS you can buy and sell thousands of U.S. stocks, options*, exchange-traded funds and other securities. You can place trades efficiently and affordably through our competitive commissions, powerful Trading Platforms, trading tools that are easy to understand and use, and our personalized customer service.

You’ll also be able to balance your portfolio by investing in a full range of fixed-income securities, including U.S. treasuries, and corporate bonds.

You may leverage securities you already own to purchase additional securities, sell short and access a convenient line of credit.

You’ll also have access to more than 5,000 mutual funds from well known Fund Companies. If you happen to hold funds at other investment companies that are available through Penson Financial Services you can consolidate those assets and enjoy the convenience of having a single statement and fully consolidated tax forms.

* Option trading entails significant risk and is not appropriate for all investors. Prior to trading options you must receive a copy of Characteristics and Risks of Standardized Options, which is available from BMFS, and be approved for options trading.

1 Marging trading entails greater risk and is not suitable for all investors. Please assess your financial situation and risk tolerance prior to trading on margin. Margin is extended by Penson Financial Services, Member FINRA, SIPC

2 Before investing, consider the funds investment objectives, risks, charges and expenses. Contact BMFS for a prospectus containing this information. Please read it very carefully.