| We take
a long-term approach to investing. While short-term gains
can be found in the marketplace, they often carry unnecessary
and disproportionate risks. As fundamentals-oriented investors,
we use premier third-party, independent research and analysis
to find the answers and solutions to our clients' needs.
Equities
- Based on your need for growth or income, we can
invest in any equity on the listed exchanges or in the over-the-counter
markets around the world.
Mutual
Funds - We offer a selection of over 8,000 mutual
funds from trusted mutual fund companies such as Vanguard,
Fidelity, T. Rowe Price, Oppenheimer and Franklin Templeton.
Bonds
- Choose from virtually any bond on the open market;
government, corporate, state or federally tax-exempt, zero
coupons, and convertibles.
Fixed
and Variable Annuities - Through our relationships
with all the major AAA and AA rated insurance companies,
we're able to offer tax-deffered growth, with many of the
added benefits of a life insurance policy.
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All
of the above are available in Individual, Joint, Corporate,
Retirement, Custodian and Education accounts.
Not all securities are available in all states. Please contact
us for complete details.
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