We customize investment programs for organizations, employees, and individuals. We are a single point of contact for the following services:
From paying for education, to preparing for retirement, we work with you to develop and implement a lifetime financial plan for protecting your interests and achieving your dreams.
Brokerage transactions for common and preferred stocks, warrants, and other securities which are listed on the national securities exchanges, as well as unlisted (OTC) offerings.
Experienced guidance in recommending and selecting professionally managed mutual funds for large and small investors.
Government and Agency Securities
We offer all forms of government securities, including Treasury Bonds, Notes, and Bills; GNMA and FNMA mortgage-backed securities; and zero coupon bonds.
Corporate Bonds and CDs
For those seeking competitive taxable current yields, we offer listed and unlisted corporate bonds and convertible bonds, and broker federally insured certificates of deposit from other financial institutions.
Through our bond-trading desk, we offer a variety of attractive, tax-free, municipal bonds from local and national issuers.
Professional Money Management
We serve as professional money managers, supervising your portfolio and recommending changes to keep your investments aligned with the rapidly changing financial environment and your goals.
Annuities and Life Insurance
We help clients achieve well-balanced portfolios with the ability to secure low-cost, competitively priced policies for life insurance, retirement plans, and tax-deferred accrual of gains and interests.
Retirement Benefit Plans
We help establish tax-advantaged retirement plans for individuals and corporations. Low-cost IRA, Profit Sharing, Money Purchase, Simplified Employee Pension (SEP), 401(k), and Pension Plans are all available.
Money Market Funds
We offer Money Market Funds that emphasize quality, income, and preservation of capital. Cash management, government securities, and tax-exempt funds are available, with current prospectuses available upon request.
With our direct connections to all major options markets, we can assist you with option strategies to suit particular investment objectives. Current options risk disclosure documents and additional information is available upon request.
For information about any of the above services please contact us.