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Investment Management

We strive to develop a portfolio that produces appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Fee-Based Accounts
  • Advisory Accounts
  • Centrally Managed Accounts
  • Structured Settlements
  • IRAs (Traditional, Roth, SEP, and Simple)
  • Annuities (Variable, Fixed, Indexed, and Immediate)
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Alternative Investments
  • Blue Chip Stock Accumulation