Our Portfolio
Offering a wide-range of opportunities.
Options
Through our affiliation with LPL Retirement, we provide a wide-range of diversified retirement products. Together, we offer you the objectivity of working with an independent retirement consultant combined with the stability and strength to access the world’s retirement markets and a wealth of resources. Below is a detailed list of retirement product offerings through LPL Retirement.
Cash Management
- Daily sweep accounts
- Money markets
- Insured CDs
- Online account access
Goverment
- Ginnie Maes
- Treasury bills
- Treasury
- Treasury notes
Mutual Funds
- Open-end funds
- Closed-end funds
- Networking
- Dividend re
- CMOs
- Convertible
- Corporate
- Municipal
- Zero coupon
Asset Management
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
- Asset allocation
- Fee-in-lieu accounts
- Outside managed accounts
Alternative
- REITs
- Equipment leasing
- Managed futures
- Equity-linked notes
- Oil & Gas Programs
- Tax Credit Programs
- Real Estate LLC’s
- Mortgage Funds
Retirement Acounts
- IRAs
- SEP/IRAs
- Roth IRAs
- Education IRAs
- Simple IRAs
- Defined contribution
- Money-purchase pension plan
- Profit-sharing plan
- 403(b)
- 401(k)
Insurance
- Fixed annuities
- Variable annuities
- Term life
- Variable life
- Universal life
- Whole life
- Disability
- Long-term care
- NYSE-listed
- NASDAQ over-the counter
- All other major exchanges
- Foreign
- Margin accounts
- Corporate finance
- banking
- 144 and other restricted securities sales
- Employee stock-option plans
Options
- All major exchanges
Unit Trust
- Contact us for details
And More
- Education and 529 plans
For more information on any of the above products and services, please contact your representative.