Investments

Stocks, also known as equities, represent a small portion of ownership in a company. They are a component of most investment portfolios primarily because investing and trading stocks has the potential to deliver greater returns. However, due to the unpredictability of the market, this type of investing also comes with significant risk. Our team of professionals can design an investment strategy that honors your risk tolerance as well as your return preferences. We’ll explain how to enhance your stock portfolio and regularly make recommendations to help you achieve your financial goals. And when you’re ready to branch out into bonds, mutual funds and annuities, we can advise you there as well.

Annuities are investment products which can help you increase savings, protect your assets, or generate income. There are two types of annuities—Immediate and Deferred and they are simply a contract between an insurance company and an annuity owner in which a purchase payment or series of payments are made by the client so that the insurance company can pay a stream of income in the future.

Bonds are debt investments used by companies, municipalities, states and governments to raise money. The money borrowed is paid back after a period of time with interest. There are many types of bonds, like, Treasury, Agency, Municipal, Corporate, and High Yield. Bonds can be referred to as fixed-income securities as the borrower can foresee the amount of money they will have earned in interest if a bond is held until maturity.

Professionally Managed Accounts are a diversified portfolio of investments assembled and managed by a registered investment advisor on behalf of their client. In contrast to mutual funds, which are professionally managed on behalf of many mutual-fund holders, managed accounts are personalized investment portfolios tailored to the specific needs of the account holder.

We have access to Fund Managers that can help design, monitor, adjust, and reallocate portfolio holdings just for you. Our financial professionals will strategize with you to ensure that your diversified portfolio of investments is in line with your financial goals and your personal preferences. We’ll look at the bigger picture and make recommendations that reflect what’s most important to you.

We can help you determine which mutual funds make the most sense for your portfolio.  Our financial professionals will strategize with you to ensure that your mutual fund selections are in line with your financial goals and your personal preferences.  We’ll look at the bigger picture and make recommendations that reflect what’s most important to you.

Mutual funds are sold by prospectus only, which is available from your registered representative. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about any mutual fund investment please obtain a prospectus and read it carefully before you invest.  Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed. Diversification cannot eliminate the risk of investment losses.