Investments

There are several different types of IRAs, including traditional IRAs, Roth IRAs, SEP IRAs, and Simple IRAs. Roth and Traditional IRAs offer tax advantages for retirement savings. Small-business retirement plans can offer tax-deductible contributions and tax-deferred growth opportunities.

Professionally managed mutual funds are a practical, cost efficient way to build a diversified portfolio of stocks, bonds and other securities. Choose from thousands of available mutual funds to create your customized portfolio.

Stocks and ETFs can play a role in long-term and short-term investment strategies.

Bonds are a debt security that can provide a predictable income stream. You have access to a wide variety of bonds to help diversify your investment portfolio.

A college education is often the third biggest financial goal for a family, behind retirement and buying a house. Options for saving for your children’s, grandchildren’s or your education include 529 plans and Coverdell Education Savings Accounts that offer a variety of features and benefits including certain tax and contribution advantages.

We can offer a wide variety of alternative investments, including domestic and global real estate that may help you diversify your portfolio.

A managed account provides access to investment professionals that select and monitor investments based on your investing goals and needs.

A solid investment for your cash reserve needs. Certificates offer guaranteed rates and principal.

UITs are professionally-selected securities in a passively managed portfolio that offer access to a variety of investing styles, sectors and asset classes. They differ from mutual funds in that they have fixed number of shares and don’t utilize active investment managers.