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