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 Management

Daily sweep accounts
Money markets
Online account access

Retirement Accounts

IRAs
SEP/IRAs
Roth IRAs
Education IRAs
Simple IRAs
Defined contribution
Money-purchase pension plan
Profit-sharing plan
403(b)
401(k)

Mutual Funds

Open-end funds
Closed-end funds
Dividend reinvestment

Asset Management

Independent manager search
Performance monitoring and reporting
Wrap-fee accounts
Asset allocation
Outside managed accounts

Bonds

Corporate

Insurance & Annuities

Fixed annuities
Variable annuities
Term life
Variable life
Universal life
Whole life
Disability
Long-term care

And More . . .

Education and 529 plans

For more information on any of the above investment products and services, please contact your representative.