Wealth Management

Wealth Management

Traditional Investments 

Options from well-known, reputable, and active managers that span across investment styles. This includes a broad range of specialty/sector choices.

Tactical Management 

Designed specifically to provide asset allocation flexibility that responds to all market cycles, whether they be positive or negative.

Alternative Investments 

These asset classes, (including managed futures, commodities, and listed private equities), aim to provide enhanced diversification. This occurs as they often perform differently than traditional stocks and bonds under the same market conditions. Tend to have low correlation to the equity markets*.

Active Management Risk Strategies 

Combining a diversified market portfolio with a lower-risk portfolio. Based on daily market conditions, risk is managed by evaluating (and circumstantially adjusting) your allocations.

Education Funding Options 

Recommending investment and accumulation strategies to help you pay for your children’s or grandchildren’s education.  Looking at tax advantaged strategies such as 529 Plans, educational IRA’s, and tax-free insurance options.

Income-based Strategies 

Calculating the correct amount of annual investment withdrawals. Developing a strategy to maximize your retirement. Comparing guaranteed income annuities with a variety of different providers.
Evaluating High Income Equity and Bond Portfolios that will provide monthly income to retirees. Includes packaging shorter-term products, income alternative sources, Tax-free Retirement Income calculations, and lower tax options on your retirement income. 
*Investments in securities do not offer a fixed rate of return. Principal, yield, and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. 
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