Investment and Wealth Management

  • We review your investments and design a personalized portfolio appropriate to your needs.
  • We provide continuous monitoring of your investments.
  • Portfolio construction and asset allocation.
  • Rebalancing.
  • You will have regular meetings with your advisor to review your progress towards financial goals, evaluate investments, update your financial objectives, and – if necessary – reallocate your portfolio.
  • Independent advice tailored to you.
  • Investment Types
    • Mutual Funds
    • Exchange Traded Funds (ETF’s)
    • Index Funds
    • Stocks
      • Common
      • Preferred
    • Bonds
      • US Treasury Securities
      • Corporate Bonds
      • Tax Free Municipal Bonds
    • Separately Managed Accounts (SMAs)
    • Real Estate
      • Real Estate Investment Trusts (REITs)
      • Institutional 1031 Exchange
    • Limited Partnerships
      • Real Estate
      • Oil and Gas
      • Futures
    • Hedge Funds
    • Annuities
      • Variable
      • Indexed
      • Fixed
    • Structured Products
      • Buffered ETF’s
      • Notes
      • Market Linked CDs
    • Interval Funds
    • Business Development Companies (BDCs)
    • Private Equity
    • Private Credit
    • Commodities/Precious Metals