Low-Cost Equity Model
Refers to buying shares of stocks or ETF’s in return for receiving a future payment of dividends and/or capital gains if the value increases.
Index and Blue-Chip Notes
Debt obligation that also contains an embedded derivative component that will track both the underlying asset, group of assets, or index and the derivative embedded within it.
Private Real Estate
Alternative form of private REIT’s that invest directly in real estate and mortgages. The fund manages the assets and distributes income to shareholders. May only be available to high-net-worth investors.
Private Credit Fund
A fund of secured loans made to nonpublic companies. The fund services the loans and pays income to investors. May only be available to high-net-worth investors.
Private Equity
A fund of private companies, investors participate directly in the returns of the underlying companies. May only be available to high-net-worth investors.
Principal Protected Insurance
An insurance contract that pays interest and provides principal guarantees and protection of gains without the risk of loss during a market downturn.
Bond Model
Bonds offer different features than stocks and their prices tend to be less correlated to the stock market, making bonds a good diversifier for investment portfolios.
Tactically Managed Strategies
Actively managed based on signal indicators in the market. Has the potential to make money whether markets are up or down. These strategies involve a high degree of risk as the transactions can be highly leveraged, they offer potentially higher returns.
Prepare to Live Your Dream Retirement
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.