INVESTMENT OPTIONS TO SUIT YOUR NEEDS

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Our Investment Portfolio

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. We provide a wide-range of diversified Financial Products, please see a detailed list of products.

For more information on any of the below investment products and services, please contact us today at (321) 275-5922

We Specialize In

Stocks

NYSE-listed stocks
NASDAQ over-the counter
All other major exchanges
Foreign stocks
Margin accounts
Employee stock-option plans

Bonds

Convertible
Corporate
Municipal
Zero coupon

Cash Management

Daily sweep accounts
Money markets
Insured CDs
Online account access

Government Securities

Ginnie Maes
Treasury bills
Treasury bonds
Treasury notes

A Few More Include

Retirement Accounts

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

Asset Management

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

Mutual Funds

Open-end funds
Closed-end funds
Networking
Dividend reinvestment