Investment Services
We believe objective financial guidance is a fundamental need for everyone. Having access to completely independent investment advice allows us to choose unbiased investment products and strategies from the nation’s leading investment managers. With access to world-class independent research, we can help you make informed, objective decisions. Here are many of the resources we have to help you work towards your goals.
Menu for Investment Tools, Strategies & Services
- Investment Tools
- 529 College Savings Plans (50 states)
- Age-Based Portfolios
- Alternative Investments
- ♦ Closed-End Funds (Non-Traded)
- ♦ Exchange Traded Funds (ETF)
- ♦ Fund-of-Hedge Funds
- ♦ Hedge Funds
- ♦ Managed Futures (Single & Multi-Manager)
- ♦ Oil & Gas Programs
- ♦ Real Estate (Direct & Indirect)
- Annuities
- ♦ Deferred
- ♦ Equity-Indexed
- ♦ Fixed
- ♦ Hedge Funds
- ♦ Immediate
- ♦ Variable
- Bonds
- ♦ Corporate
- ♦ Government
- ♦ Municipal
- ♦ Immediate
- ♦ Variable
- Business Development Companies (BDCs)
- Certificates of Deposit (CDs)
- Direct Investments
- Exchange Traded Funds (ETFs)
- Exchange Traded Notes (ETNs)
- Fixed Income
- Insured Cash Accounts
- Market-Correlated Investments
- Money Market Instruments
- Mutual Funds
- Non-Traded Investments
- Options (Puts, Calls, Rights & Warrants)
- Private Debt
- Private Equity
- Private Placements
- Real Estate Investments (Direct)
- Real Estate Investment Trusts (REITs)
- ♦ Non-Traded
- ♦ Traded
- Stocks
- Structured Products
- Tax-Deferred Investments
- Tax-Exempt Investments
- Uncorrelated Investments
- Unit Investment Trusts (UITs)
- Investment Strategies & Services
- Accumulation Planning
- Advisory (Fee-Based) Accounts
- Alternative Minimum Tax (AMT) Planning
- Assessment of Compensatory Stock Options
- ♦ Incentive Stock Options
- ♦ Non-Qualified Stock Options
- ♦ Restricted Stock
- Assessment of Current Investment Plan
- Assessment of Outside Investment Assets
- Assessment of Retirement Plan Allocation Asset
- Allocation Active Investment Management
- Bill Payment with OnlineDirect
- Cash Management Accounts
- Check Writing
- College Planning & Funding Mechanisms
- Consolidated Statement Reporting
- Concentrated Equity Strategies
- Debit Cards
- Discretionary Asset Management
- eSignature Powered by Docusign
- Inheritance Plan Design & Implementation
- Investment Counseling
- Investment Income Planning
- Investment Portfolio & Plan Reviews
- Liquidity Analysis
- LPL Account View
- Margin Accounts
- Model Wealth Portfolios
- Monday Morning OUTLOOK
- Passive Investment Management
- Paperless Account Management
- Personal Wealth Portfolios
- Portfolio Review Tools
- Real Estate Services (Landlord & Tenant)
- Retirement Plans
- Retirement Rollovers & Transfers
- Second Opinion Service (SOS)
- (Free to friends of existing clients)
- Separately Managed Accounts (SMAs)
- Strategic Asset Management
- Tax Management of Your Portfolio
- Tax Harvesting of Gains & Losses
- Third Party Investment Advisors (TPIAs)
- Trust Management
- Weekly Market Commentary
- WHITMAN FINANCIAL Sleep Test
- Withdrawal Strategies