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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.

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