Portfolio Through our affiliation with Securities America, we provide access to a wide-range of diversified financial products. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources. Below is a detailed list of financial product and service offerings.Cash ManagementDaily sweep accountsMoney marketsOnline account accessRetirement AccountsIRAsSEP/IRAsRoth IRAsEducation IRAsSimple IRAsDefined contributionMoney-purchase pension planProfit-sharing plan403(b)401(k)Mutual FundsOpen-end fundsClosed-end fundsDividend reinvestmentAsset ManagementIndependent manager searchPerformance monitoring and reportingWrap-fee accountsAsset allocationOutside managed accountsBondsCorporateInsurance & AnnuitiesFixed annuitiesVariable annuitiesTerm lifeVariable lifeUniversal lifeWhole lifeDisabilityLong-term careAnd More . . .Education and 529 plansFor more information on any of the above investment products and services, please contact your representative.