Covering Your Assets
SECURITIES USED
- 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.
Joe@mig-az.com | 623-328-8797