Investment Vehicles

Our "Building Blocks"

• Common Stocks (Domestic and Foreign)
• Mutual Funds (income, growth & money market)
• Options (all exchanges)
• US Government and Agency Issues
• Municipal Bonds
• Corporate Bonds
• Convertible Debt
• Real Estate Investment Trusts
• Annuities (fixed & variable)
• Insured Certificates of Deposit
• Alternative Investments

Client Services

• Professional portfolio management
• Planning for performance & convenience
• Sound investment advice
• Individual and corporate pension consulting (IRAs, 401k & 403b plans)
• College savings (529 Plans and Uniform Gifts to Minors’ Trusts)
• Option exercise financing
• Automatic sweep of idle cash to money market funds
• Easy access to your account with MasterCard & check writing privileges
• Non-purpose Loans

Securities are not FDIC insured, not bank guaranteed, may lose value.