Products Offered

 

puzzle

The investment process resembles assembling a complex jigsaw puzzle.  No essential piece should be excluded, and each piece belongs in only one location.  We believe that providing you with a wide array of investments, arranged in portfolios like completed puzzles, is one essential way of providing you with professional advisory services.

 

Cash Equivalent Investments
  • Short-Term CDs
  • Money Market Funds
  • FDIC Insured Sweep Account
  • Life Insurance  (Cash Value)

 

Fixed Income Investments (Domestic and International)
  • CDs
  • Treasury Bills, Notes, and Bonds
  • Corporate Bonds
  • Preferred Stock
  • Municipal Bonds
  • Bond UITs (Unit Investment Trusts)

 

Equity Investments (Domestic and International)
  • Common Stock
  • Convertible Preferred Stock
  • Stock Options, including LEAPS (Long-Term Equity AnticiPation Securities)
  • Stock UITs (Unit Investment Trusts)
  • Stock Mutual Funds (actively-managed or indexed)
  • Stock ETFs (Exchange Traded Funds, actively-managed or indexed)
  • Closed-End Funds (actively-managed or indexed)

 

Other Investments  (Domestic and International)
  • Asset Allocation Funds
  • Balanced Funds (contains both stocks and bonds)
  • Currency Funds
  • Target-Date Funds
  • Convertible Bonds
  • Commodity Funds and ETFs
  • Separately Managed Accounts (SMAs)
  • Master Limited Partnerships (MLPs)
  • Real Estate (REITs – Real Estate Investment Trusts)

 

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