During our client's Financial Planning Process, a variety of alternatives may be outlined to better suit their current objectives. If our clients choose, they have the ability to implement the decisions they make through our Open Architecture platform. This provides them with access to a broad spectrum of financial solutions which includes:
Customized strategic and tactical asset management programs
Alternative investments including but not limited to - hedge fund of funds, managed futures, non-traded REITs, and absolute returns strategies
Industry-leading insurance (life, long-term care, disability) and annuity providers
With access to an abundance of platforms, products and companies, our client's can be confident that we will provide them with the most innovative, appropriate and objective solutions for their particular financial situation.