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What We Offer

We offer Wealth Management Solutions. We have access to equities, fixed income securities, mutual funds, Exchange Traded Funds (ETFs), Exchange traded notes (ETNs), Unit Investment Trusts (UITs), 529 college plans, annuities, insurance, managed futures, private placements, alternatives products, structured products, and access to Separately Managed Accounts, in addition to investment consulting services.

The fees will depend on the portfolio size and composition, the platform used, and money managers and management style we select.

For corporations and institutions, in addition to 401(k) Retirement Plans, we also offer executive compensation alternatives, investment and cash management and insurance; all designed as components of the holistic Executive Wealth Management Plan, and customized for each company and executive.