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.StocksEquitiesMargin accountsCash ManagementDaily sweep accountsMoney marketsInsured CDsOnline account accessRetirement AccountsIRAs/SEPsRoth IRAsSIMPLE IRAsDefined contribution plansMoney-purchase pension plansProfit-sharing plans403(b)401(k)Mutual FundsUnit Investment TrustsAsset ManagementIn-house independent RIAIndependent third-party manager searchPerformance monitoring and reportingWrap-fee accountsBondsGovernment SecuritiesOptionsAll major exchangesInsuranceFixed and variable annuitiesLife InsuranceDisabilityLong-term careAlternative InvestmentsREITsManaged futuresOil & Gas ProgramsTax Credit ProgramsAnd More . . .Education and 529 plansFor more information on any of the above investment products and services, please contact our office.