INDIVIDUALS
We provide the following services for individual clients as well as trusts, corporations, and other legal entities. We provide access to both commission- and fee-based products and services.
Traditional Investments
- Traditional Brokerage Services
- Traditional and Roth IRAs
- 401(k) Rollovers
- Periodic Investment Plans
- 529 College Savings Plans
Fee-Based Wealth Management
- Custom Managed Accounts
- Separately Managed Accounts
- Managed Stock Portfolios
- Managed ETF and Mutual Fund Portfolios
Alternative Investments* (some restrictions may apply)
- Real Estate Investment Trusts
- Managed Futures
- Oil and Gas Programs
- Private Equity Funds
- Hedge Funds
- Leasing Programs
- Commodities Exposure
Fee-Based Financial Planning
- Financial Consulting
- Comprehensive Financial Planning
- Investment Consulting
- Retirement Planning
- Business Planning
- Education Planning
- Portfolio Construction
Insurance Products
- Fixed and Variable Annuities
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
*Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.