Traditional Investments
Through a relationship with Infinex Financial Group, our advisors have access to a universe of investment options tailored to fit your specific needs. Infinex Financial Group gives us complete freedom to offer clients unbiased financial planning advice using non-proprietary products and research.
We offer access to:
Stocks - An instrument that signifies an ownership position in a corporation.
Bonds - A contract between a borrower and a lender in which the borrower promises to pay the face value at maturity and to pay interest at a specified rate at regular intervals. Also called a "debt security," bonds are usually issued by government agencies, municipalities and corporations.
Mutual Funds - An open-ended fund operated by an investment company which raises money from shareholders and invests in a group of assets, in accordance with a stated set of objectives. The market price of the fund’s shares fluctuates daily with the market price of the securities in its portfolio.
Unit Investment Trusts - A registered investment company that purchases a fixed portfolio of securities, such as corporate, municipal, government bonds, or equities.
Variable Annuities - A life insurance policy where the annuity premium (a set amount of dollars) is immediately turned into units of a portfolio of investments. Upon retirement, the policyholder is paid accordingly to accumulated units, the dollar value of which varies according to the performance of the stock portfolio.
Brokered CDs- A large-denomination certificate of deposit bought by a brokerage firm from a bank. The brokerage firm slices up the certificate into smaller pieces and then sells the pieces to its customers.
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