Sophisticated Implementation Solutions
Investment & Insurance options available to you from cost-effective and diversified selections appropriate to your goals and expectations.
Account Solutions
- Advisory Accounts
- Transactional Accounts
- Managed Accounts
- Accounts directly held by the investment or insurance company.
Advisory Solutions Implementation
- Benefits Available to Implement
- Asset Location & Income Source Smart
- Tax Deferred / Tax Free / Taxable
- Tax Aware Management / Overlay Services
- Transparency & Simplicity
- Cost Effective
- Manager Access & Diversification
- Impact / ESG (Environmental / Social / Governance) Inclusion / Overlay
- Asset Location & Income Source Smart
- Strategy Styles
- Strategic / Dynamic / Tactical
- Advisory Managed Accounts
- Unified Managed Accounts (UMA
- Separately Managed Accounts (SMAs)
- Strategist Portfolios
Corporate Trustees
Referral and coordination with professional Trustee Services
Group Retirement Plans
Plan Level Implementation for your Business
Employee / Participant Level Self-Directed Brokerage Account (As available in your plan)
Broad Selection of Investment and Insurance Solutions
General Investment Solutions
- Stocks
- Corporate Bonds
- Municipal Bonds
- Exchange Traded Funds (ETFs) – Both Active and Passive
- Exchange Traded Notes (ETNs)
- Closed End Mutual Funds (CEFs) – Secondary Market – Buy at Discount
- Open End Mutual Funds- Both Load No Load Institutional or Similar Shares
- Unit Investment Trust (UITs) – Income, Growth, and Alternatives
- 529 College Savings Plans
- Defined Risk / Buffered / Hedge Strategy and Structured Investments
Qualified and Accredited Investor Solutions (As Available)
- Real Estate Investment Trusts (REITs) – Both Initial Offer and Traded
- Business Development Corps. (BDCs) – Both Initial Offer and Traded
- Interval Funds
- Private Placements / Limited Partnerships
- 1031 Real Estate Exchanges
- Tax Credit Investments
Insurance Solutions
- Life Insurance – Level Term, Indexed, Variable, Long Term Care Options, Survivorship, Business Buyout, Estate and Trust Options
- Long Term Care – Stand Alone Plans
Annuity Income Solutions
- Deferred Annuities – Lifetime Income Rider guaranteed by quality insurance companies
- Immediate Annuities – Income rate guaranteed for personized time period by quality insurance companies.