Our investment portfolio
Offering a wide-range of investment opportunities.
Through our affiliation with First Allied, we provide a wide-range of diversified financial products. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources. Below is a detailed list of financial product offerings through First Allied.
Stocks
- Equities
- Initial public offerings
- Margin accounts
Cash Management
- Daily sweep accounts
- Money markets
- Insured CDs
- Online account access
Retirement Accounts
- IRAs/SEPs
- Roth IRAs
- SIMPLE IRAs
- Defined contribution plans
- Money-purchase pension plans
- Profit-sharing plans
- 403(b)
- 401(k)
Mutual Funds
Unit Investment Trusts
Asset Management
- In-house independent RIA
- Independent third-party manager search
- Performance monitoring and reporting
- Wrap-fee accounts
Bonds
Government Securities
Options
- All major exchanges
Insurance
- Fixed and variable annuities
- Life Insurance
- Disability
- Long-term care
Alternative Investments
- Private Equity
- REITs
- Managed futures
- Oil & Gas Programs
- Tax Credit Programs
And More . . .
- Education and 529 plans
