Investments
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 pursue your goals.
- 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
- ♦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
- ♦Annual
- ♦Quarterly
- ♦Semi-Annual
- 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
- What’s Your Risk Number?
- Whitman Financial Sleep Test
- Withdrawal Strategies