Fee-based Asset Management
- Fidelity Investment Adviser Platform
- Hundreds of Separate Account Managers and Investment Styles
- Zero commissions on Equity Trades for accounts that take E-delivery of documents, or have one million or more of house-hold assets
- TAMPS - Utilizing Fidelity Model Portfolios, Blackrock Model Portfolios and JP Morgan Portfolios. Unlike our competitors, there are no in-house fees
Mutual funds
- Small-cap
- Mid-cap
- Large-cap
- International
- Sector
- Fixed Income
- Growth
- Value
Exchange Traded Funds
- Small-cap
- Mid-cap
- Large-cap
- International
- Sector
- Fixed Income
- Growth
- Value
Real Estate Investments
- Mutual Funds
- Exchange Traded Funds
Estate and Financial Planning
- Intergenerational wealth transfer
- Donor advised funds
- Planned giving
Unbiased and Independent
- No packaged or proprietary products
- Full range of investment options and styles
- Competitive management fees and commissions
- Fidelity, Argus, Zacks and CFRA research utilized
Group Retirement Plan Implementation
- 401K Plans
- 403B Plans
- Simple IRA Plans
- Sep IRA Plans
Online Account View and Free Check Writing and Debit Card
