Build a Plan Around You
We tailor investment strategies to your specific goals.
Our approach combines mutual funds, bonds, ETFs, and more to create a diversified plan that aligns with your financial situation and risk tolerance. We focus on long-term strategies that have proven successful over various market conditions.
ADVISORY
SOLUTIONS
Access to a suite of objective, fee-based asset allocation and model portfolio solutions based on your investment needs.
Mutual Fund & ETF, Wrap Programs, Advisor Managed, Portfolio, Separately, Managed Accounts, Unified Managed Accounts
*Fee-based financial planning is offered by appropriately licensed and qualified Investment Advisor Representatives of Park Avenue Securities (PAS).
BROKERAGE
ACCOUNTS
Custodied through Pershing, a subsidiary of BNY Mellon – a leading provider of global financial business solutions for over 75 years. Pershing has been named the #1 clearing firm, ranked by a number of broker/dealer customers.
No account minimums, 200+ mutual fund, families, Donor-advised funds, ETFs, Individual Securities (stocks, bonds, options)
CASH
MANAGEMENT
Cash protection and securities-based lending capabilities with your brokerage and advisory accounts provide safety and liquidity when needed.
FDIC-Insured Bank Deposit Sweep Programs, Securities-based lending, CDs, Cash management features with Corestone Accounts®
ANNUITIES AND
INSURANCE
Annuities are tax-deferred investments to help generate guaranteed income during retirement, and insurance solutions provide many protection and planning benefits.*
Variable & Fixed-Annuity Solutions, Variable Universal Life, Variable and non-variable life insurance (cash value whole life).
*All guarantees are backed exclusively by the strength and claims paying ability of the issuing insurance company.
EDUCATION
ACCOUNTS
Competitive solutions to help you save for primary school and college.
529s, Coverdell ESAs, UGMAs
RETIREMENT
PLANS
Objective, flexible qualified plan solutions for small and large businesses.
403(b), 457, 401(k), profit-sharing, cash balance, defined benefit and combo plans, Fiduciary support services, Participant education resources