Investments and Strategies

Investments and Strategies Utilized:

  • Individual Stocks
  • Fixed Income Investments
  • Municipal Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETF's)
  • Lifetime Income Annuities
  • Real Estate Investment Trusts (REIT'S)
  • Business Development Companies (BDC's)
  • Private Equity
  • Options
  • Alternative Investments
  • Tax-Advantaged Investments
  • Precious Metals
  • Equity-linked Structured CD's
  • Unit Investment Trusts
  • Actively Managed Accounts
  • Whole/Universal Life Insurance​
  • Return of Premium Term Insurance
  • Disability Insurance
  • Long Term Care Strategies

 

 

Securities and investment advisory services offered through Voya Financial Advisors, Inc., (member SIPC).