Investments

Managed Accounts

Because every investor is unique, our investment programs are designed to link your specific investment needs to the appropriate method of professional investment management. In a world when traditional securities analysis and portfolio management are being questioned as out of date in relation to the "new" era of day trading, we are committed to providing personalized investment management services to individual, families, and fiduciaries. We emphasize that each client has unique needs and goals that deserve to be addressed differently. This approach has benefited clients of our firm for many years, and we believe it will remain a successful approach into future decades.

Managed Accounts are offered through Financial Advisors of Park Avenue Securities, a registered investment advisor.

Mutual Funds

A mutual fund pools money from many investors who share the same investment objective as the fund. Mutual funds give everyday investors a variety of investment opportunities. Investor's in Mutual funds benefit from the knowledge and experience of professional investment managers who are dedicated to security analysis, evaluation and selection. Investors can have immediate access to their money by selling shares at the fund's net asset value. Because mutual funds generally invest in a wide range of securities, like stocks and bonds, they provide easy diversification. And because mutual funds are sold in shares, no matter how much you invest, you own a proportionate amount of all the fund's holdings. Custody, tax reporting and record keeping are among the many ser-vices mutual fund companies provide in a highly cost-effective manner.

 

Variable Annuities

A variable annuity is a personal retirement strategy that can provide you with a solid foundation for your financial future. You may choose among a full range of professionally managed investment portfolios. Your investment return will then fluctuate over time reflecting the performance of the investment portfolios you choose. Your variable annuity investment provides for tax-deferred growth. You don't pay any current taxes on earnings until they are withdrawn. One of the most unique aspects of a variable annuity is the guarantee you can place on your investments. Variable annuities often provide investment value protection by offering guaranteed death and living benefits. The death benefit guarantees investment amounts for your beneficiaries and living benefits protect investments amounts for you. Additionally, to protect against outliving your income, all variable annuities provide for lifetime income options, which can spread taxation over a lifetime.