Customizing an investment strategy to meet our clients unique going requires the use of a wide selection of securities provides you with the right choices to build a diversified portfolio and reach your goals. Plus you’ll get clear, reliable help to guide your investing decisions from experts in the industry.

Common Investment Securities

Mutual Funds

Get the benefits of professionally managed funds, often with no loads or transaction fees. With thousands of funds to choose from, it’s easy to find the right one for you.

ETFs – Exchange Traded Funds

Build a well-diversified portfolio by using exchange-traded funds to give you exposure to a particular segment of the market.

Fixed Income

Get the expertise, product selection, and low pricing you need to pursue your fixed income investing goals, whether you’re looking to generate income or protect your assets.

Common Investment Securities

  • Mutual Funds: Access thousands of no-load mutual funds at Schwab or Fidelity
  • Exchange-Traded Funds (ETFs): Diversify your portfolio with low cost ETFs
  • Stocks: Get help evaluating stock opportunities and enjoy fast trading and execution, all with low commissions
  • Bonds and Fixed Income Products: Get a comprehensive selection and specialized help, all at a low price
  • Options: Take advantage of sophisticated options tools, education, and specialized support—all at a great price.
  • Annuities: Generate reliable retirement income or save for retirement with variable annuities’ unique combination of insurance and investments

To take the next step.

Call us at 864-288-2849 or submit a contact form to speak with an expert.

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