Our Investment Portfolio

Offering a wide-range of investment opportunities.

Investment Options

Through our affiliation with LPL Financial, we provide 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 offerings through LPL Financial.

money-bag

Cash Management

  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access
courthouse

Goverment Securities

  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes
funds

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Networking
  • Dividend reinvestment
bond

Bonds

  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon
asset-management

Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Fee-in-lieu accounts
  • Outside managed accounts
invest

Alternative Investments

  • REITs
  • Equipment leasing
  • Managed futures
  • Equity-linked notes
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC’s
  • Mortgage Funds
retirement

Retirement Acounts

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

Insurance

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

Stocks

  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Foreign stocks
  • Margin accounts
  • Corporate finance
  • Investment banking
  • 144 and other restricted securities sales
  • Employee stock-option plans
choose

Options

  • All major exchanges
funding

Unit Investment Trust

  • Contact us for details
application

And More

  • Education and 529 plans

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