Strategic Investment Portfolio Solutions

As independent financial advisors, we truly work for you. So, when you work with us, you benefit from unique advantages traditional firms simply cannot provide. Namely, you get objective advice and the flexibility to choose the products and services that make sense for you. We provide a wide range of diversified financial products, offered through Cetera Advisors LLC.​

Stacked coins with increasing percentage symbols.

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

Bonds

  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon

Government Securities

  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes

Options

  • All major exchanges

Alternative Investments

  • REITs
  • Equipment leasing
  • Managed futures
  • Equity-linked notes

Retirement Accounts

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

Mutual Funds

  • Open-end funds
  • Closed-end funds

Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Asset allocation
  • Outside managed accounts

Insurance

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

Unit Investment Trusts and More

  • Education and 529 plans
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