Investment Options

- The investment landscape can be extremely dynamic and ever-evolving. But those who take the time to understand the basic principles and the different asset classes stand to gain significantly over the long haul. The first step is learning to distinguish different types of investments and what rung each occupies on the "risk ladder."

Your Investment Options

Through our affiliation with DFPG Investments, 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 DFPG Investments.

Stocks

  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Foreign stocks
  • Initial public offerings
  • Margin accounts
  • Corporate finance
  • Investment banking
  • 144 and other restricted securities sales
  • Employee stock-option plans

Cash Management

  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Mutual Funds

Open-end funds
Closed-end funds
Networking
Dividend reinvestment

Government Securities

Ginnie Maes
Treasury bills
Treasury bonds
Treasury notes

Asset Management

Independent manager search
Performance monitoring and reporting
Wrap-fee accounts
Asset allocation
Fee-in-lieu accounts
Outside managed accounts

Bonds

CMOs
Convertible
Corporate
Municipal
Zero coupon

Alternative Investments

REITs
Equipment leasing
Managed futures
Equity-linked notes
Oil & Gas Programs
Tax Credit Programs
Real Estate LLC’s
Mortgage Funds

Options

All major exchanges

Insurance

Fixed annuities
Variable annuities
Term life
Variable life
Universal life
Whole life
Disability
Long-term care

And More . . .

Education and 529 plans

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