Broker Check

Investments

What is your Risk Number?

For most, risk tolerance is an abstract subjective concept. By using the top ranked risk alignment tool, Riskalyze, your thoughts on risk and return are turned into a clear, concise, comprehensive, quantifiable, measurable, scientific risk number (which explicitly shows your specific tolerance for risk). With extreme accuracy, Riskalyze projects the potential range of gains and losses of your investment portfolio six months from now. This gives you the ability to express if that range is acceptable to you. Without this tool, how can any advisor clearly understand your investment portfolio risk and your tolerance for loss? If your advisor is not using this type of technology, it is probably time to get a different advisor.

Learn more

By working through one of the largest independent broker dealers, we have the ability to look beyond just stocks and bonds and into the world of alternative investments, Unit Investment Trusts, ETFs, separately managed accounts, and more. We look for ways to reduce risk without compromising return through our a broad range of investments and strategies.  Offering both a fee-based compensation structure, and if needed commission based structure. We can provide a personalized compensation structure that better aligns with your goals and preferences.

We have access to some of the top third-party money managers in the nation. Here are some the investments and accounts we can help you with:

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities: Fixed, Indexed, Immediate, and Variable
  • Life Insurance: Fixed, Indexed, Whole Life, and Variable
  • Broker Certificate of Deposits (brokerage CDs)
  • Government Agency Issued Bonds
  • Market-Linked Certificate of Deposits (Market-Linked CDs)
  • Tax-Free Municipal Bonds
  • Trust Accounts
  • UGMA Accounts
  • Educational IRA
  • 529 Plans
  • College Savings Plans
  • Third-Party Money Managers
  • Asset Allocation and Portfolio Monitoring and Analysis
  • Guided Wealth Tax-Managed Portfolios
  • Tax-Efficient Investing
  • Comprehensive Financial Plans
  • Asset Allocation and Portfolio Monitoring
  • Business Advisory Services
  • Personal Advisory Services
  • Retirement and Income Strategies
  • SEP
  • Traditional IRA
  • Roth IRA
  • IRA Rollovers
  • Self-directed IRAs
  • 401(k) Rollovers
  • 401(k)
  • 403(b)
  • and more

For those who do have accounts with us, we provide links to:

View Performance on All Your Accounts (Albridge)   

View Your Financial Plan (MoneyGuide Pro)

Enroll in Paperless AP/Pershing Statements or View Pershing Accounts


Before investing review:

IAR Resume

APA Brochure