Our investment portfolio

Offering a wide-range of investment opportunities.

We provide a full menu of diversified financial products. Together, we offer you the objectivity of working with an independent firm combined with the stability and strength to access the world's financial markets and a wealth of investment resources. We specialize in alternative investments and privately managed custom portfolios along with unique and exclusive opportunities that generally are not available to the general public.

Alternative Investments

Real Estate Investment Trust (REITs)
Real Estate LLC’s
Equipment Leasing Fund
Managed Futures
Equity-linked Notes
Oil & Gas Programs
Tax Credit Programs
Mortgage Funds

Unique Asset Management Programs

Independent Managers
Performance Monitoring and Reporting
Wrap-Fee Accounts
Fee-in-Lieu Accounts
Customized, Privately Managed Accounts

Stocks

NYSE-Listed Stocks
NASDAQ – OTC
All Other Major Exchanges
Foreign Stocks
Initial Public Offerings
Margin Accounts
Corporate Finance
Investment Banking
144 and Other Restricted Securities Sales
Employee Stock-Option Plans

Bonds

CMOs
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

Options

All Major Exchanges

Retirement Accounts

IRAs
SEP/IRAs
Roth IRAs
SIMPLE IRAs
Defined Contribution Plan
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