Types of Investments

We have access to various investment vehicles and strategies to help you get where you need to go.  The investment vehicles include:

• Traditional IRAs
• Roth IRAs
• Fee-based managed accounts ("advisor accounts")
• Brokerage accounts
• ETFs (exchange-traded funds)
• Mutual funds
• Variable annuities
• Non-traded REITs (real estate investment trusts)
• Business development companies (BDCs)
• Market-linked CDs (FDIC-insured certificates of deposits)
• Fixed annuities
• Municipal bond portfolios
• 529 plans
• TOD (transfer on death accounts)
• Simple IRAs
• SEP IRAs
• 401(k) and 403(b) plans