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Where are Your Funds Invested

Where are your funds invested?

After an in depth review of a clients financial situation we tailor a unique investment strategy to suit their financial needs. As every clients needs will vary, we utilize a variety of established investment options to meet those needs.  

  • The majority of assets invested in securities are held between National Financial Services, a division of Fidelity, and TD Ameritrade. Additionally certain assets may be held directly with mutual funds, real estate investment trusts, and private investment companies.
  • Our life, annuity and disability insurance plans are issued through a variety of national carriers including Principal Financial, VOYA Financial, Genworth, and Prudential.
  • Our college savings plans are offered through John Hancock Freedom 529. 
  • Corporate clients and business owners are provided many types of retirement plans including 401(k), 403(b), cash balance, profit sharing plans.  Various reputable national retirement plan providers including John Hancock, Lincoln, Guardian, ING, and One America amongst others are utilized for our plans.

Our advisers use their extensive industry knowledge along with widely trusted industry resources to research and evaluate any potential investment opportunities as markets continue to grow and evolve.