WEALTH MANAGEMENT - Investments
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Equities: We have a number of resources that can assist in determining which equities may offer the opportunity for a client to meet their investment objectives, including customized portfolio analysis reports. Through analysis and independent research, we can develop a long-term investment strategy designed to meet an individual’s financial goals. Fixed Income: We offer a broad array of fixed income securities including corporate and municipal bonds (both taxable and tax-exempt), preferred securities and certificates of deposit. Managed Accounts: Utilize the expertise of professional investment management through separately managed accounts. Access to some of the top institutional money managers is offered under a fee-based program. Mutual Funds: We have selling arrangements with many of the leaders in the industry that offer expertise with different investment categories. Mutual funds can be purchased in different share classes or fee-based depending on the investment goals. Annuities: We offer annuities from leading insurance companies. Whether the goal is saving for retirement or receiving lifetime income payments during retirement, these contracts can help meet retirement objectives.
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