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Covering Your Assets


  • Equities: We generally use Exchange Traded Funds, both market cap ETF's and sector ETF's, and individual stocks.
  • Cash/Fixed Income: Money Market funds, Exchange Traded Funds, and individual bonds.
  • In some instances, we will also buy mutual funds when we cannot find a suitable ETF, individual stock, or bond.

As portfolio managers, we attempt to stack as many odds in our favor as we can.

  • Non-traded Real Estate Investment Trusts (REITs)
  • Business Development Companies (BDCAs)
  • Annuities – Variable and Fixed
  • Life insurance
  • Long-term Care – Traditional and non-traditional

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  623-328-8797