Access to all of the following:
- All-inclusive fee-based accounts that can own a wide variety of assets including stocks, bonds, load waived mutual funds, CDs, REITs, and government obligations with aggregated reporting for additional analysis and control.
- A cadre of 52 private money managers with 65 different portfolio styles.
- A banking relationship that can offer all the traditional banking services including personal and business loans, mortgages, and insured deposits.
- An insurance operation (1) evaluating and recommending specific life, disability, and long-term care insurance companies to fit the specific needs of our clients and (2) providing private life insurance to convert investment holdings into qualified life insurance to reduce both income and estate taxes.
- A full service retirement planning department assisting with designing prototype plans (one person 401(k), IRA, Roth IRA, and SEP) as well as sponsor research and analysis.
- A group specializing in the relief of concentrated stock positions using exchange funds, riskless collars, simultaneous puts and calls, forward contracts, and other tax sensitive techniques.
- A relationship with a trust company to allow us (1) to hold and manage assets when using charitable remainder and charitable lead trusts and (2) to manage the investments in in-house charitable trust funds.
- An outlet to obtain brokered CDs and create a ladder of individual bonds (government, corporate, municipal, foreign) maturing over specific time periods.
- Access to an investment banking firm with the ability to raise debt or equity capital for out business-owner clients through public or private placements.
- Award winning stock research in the sectors of the market that they cover including a specialized research department for each product area including private money managers, open end mutual funds, closed end mutual funds, unit investment trusts, corporate bonds, municipal bonds, government bonds, and alternative investments including hedge funds, commodity funds, equipment leasing and subsidized housing.
- Offshore relationships with offices in London, Paris, Canada, and India as well as a cadre of offshore investments available only to non-US citizens.