Investment Products & Services
Fixed-Income Investments
- Money Markets
- Certificates of Deposit
- Bonds
- Unit Investment Trusts (income oriented)
- Mutual Funds (income oriented)
- UITs/REITs
Equity Investments
- NYSE-, NASDAQ-, and AMEX-listed stocks
Mutual Funds
- Stock Funds
- Sector Funds
- International Funds
- Bond Funds
- Exchange-Traded Funds
Asset Allocation Funds
- Target Date Funds
- Lifestyle Funds
Options
- Equity Listed
- Index Listed
Managed Investment Accounts
- Mutual Fund Wrap Programs
- Comprehensive Investment Wrap Programs (separate accounts)
- Tax-Managed Mutual Funds
Cash Management Accounts
Retirement/Education Planning
- Pension/Profit Sharing Plans
- 401(k) Plans
- Tax-Sheltered Annuities
- Keoghs
- SEP IRA-Simple IRA
- Roth IRA
- Rollover IRA
- Education IRA
- 529 Plans (including payroll deduct)
- Plan-Level Fiduciary Analysis
For More Information
For more information, please contact any of the Financial Strategies professionals from Bearence, listed on our Financial Strategies page. Simply click on their names to send an e-mail, or call them directly. They'll be happy to help.
