Types of Investments
- Mutual Funds
- Access to over 14,000 Open ended Mutual Funds
- 4500 No Transaction Fee Funds
- Exchange Traded Funds
- Including ETF’s Invested in Commodities such as Precious Metals, Energy, Agricultural
- Bonds
- Municipal Bonds
- Corporate Bonds
- Treasury Bonds
- Stocks
- Cash or Cash Equivalents
- CD Offerings
- Short Term Treasuries
- Money Market Accounts
- Commercial Paper
- Real Estate Investment Trusts(REITS)
- Master Limited Partnerships
- Hedging Strategies
- Listed Options
The Investment Advisor will make recommendations for your accounts at Shareholders Service Group and Pershing, a Division of Bank of New York Mellon or The Investment Advisor will make recommendations for your accounts at your current Brokerage or Investment Firm based on your firm’s offerings.
