Time horizon, risk tolerance, and asset allocation are among several factors that we will address to determine the suitability of investments we may recommend to you. Together we will create an investment portfolio that will help you meet your stated objectives.
We recognize that one pricing structure is not suitable for all investors. Our open pricing structure will give you the option of investing in both no-load and load-waived mutual funds on a fee based platform*, as well as in mutual funds offered with a sales load without management fees.
We offer a wide array of mutual funds, fixed annuities, variable annuities, separately managed accounts, and strategic asset management accounts.
We are an independent Financial Services Firm. We do not offer any proprietary financial or insurance products.
Investments we may recommend are based solely on meeting your objectives.
*INVESTMENT ADVISORY MANAGEMENT OFFERED THROUGH:
- Absolute Capital,LLC
- Advanced Asset Management Advisors
- Campbell Keller
- CLS Investments, LLC
- Goldman Sachs
- ICON Advisors, Inc.
- Ocean Park
- Premier Select (Ibbotson)
- Portfolio Strategy
- Russell Investment Management
- SEI Investments
MUTUAL FUNDS (FOR A COMPLETE LIST PLEASE CONTACT OUR OFFICE)
- Lord Abbott
- Van Kampen
- Wells Fargo
- Alliance Bernstein
- American Funds
- Black Rock
- Calvert Funds
- Davis Funds
- Franklin Templeton