Investment Solutions
Investment Options
There is no one size fits all in the world of investments. If you see your portfolio drop by 40%, are you sticking with your strategy on hand, or are you tossing in your cards and starting over? What works for one person may not necessarily work for another. We take each individual’s risk tolerance, time horizon, and customize their investment strategy for a custom tailored fit.
Stocks
A stock is an equity investment that represents ownership of a company. By purchasing a company's stock, you are buying a small piece of the company, called a share.
Bonds
A bond is a debt instrument that represents a loan made by the investor to the issuer. Interest on the loan is periodically paid on the loan creating an income for investors.
Mutual Funds
A mutual fund is a financial vehicle that pools money from a large number of investors to invest in a portfolio of securities such as stocks, bonds, money market instruments, and other assets. Investing in a mutual fund allows for more diversity in comparison to investing in a single stock.ETFs (Exchange traded funds)
An exchange traded fund (ETF) is a type of security that functions similar to a mutual fund but can be purchased or sold like a stock. ETFs track an index, sector, commodity, or other asset.Hedge Funds
Hedge funds are alternative investments using pooled funds that employ different strategies to earn active returns for their investors. Hedge funds may make use of derivatives and leverage in both domestic and international markets with the goal of generating high returns.Real Estate Investment Trust
A real estate investment trust (REIT) is a company that makes investments in income-producing real estate. Investors who want to access real estate can, in turn, buy shares of a REIT and through that share ownership effectively add the real estate owned by the REIT to their investment portfolios.
Retirement Planning
Retirement planning revolves heavily around the power of compound interest. The earlier you start, the more powerful compound interest becomes. You work hard for your money and we believe that your money should be hard at work for you as well.
Qualified Retirement Plans
Retirement plans funded by pre-tax dollars that are tax deductible
Non-Qualified Retirement Plans
Retirement plans funded by after tax dollars.
Traditional & Roth IRA
Traditional IRA allows for before-tax contributions while Roth IRA allows for after-tax contributions.Income Annuities
Over the years, pensions have been replaced by 401K as the dominant retirement plan in America today. You can use income annuities to create your own personal pension plan to guarantee that you never run out of money.