Asset Classes and Investment Sectors

This list of investment options changes on a regular basis. We are continuously monitoring the investment landscape to try to indentify tommorow's winners today. Here are just a few examples of the asset classes and vehicles we use:

• Common Stocks
  
• Preferred Stocks
  
• Bonds
  
• Convertible Bonds
  
• Municipal Bonds
  
• High-yield Bonds
  
• Corporate Bonds
  
• Government Securities
  
• Mutual Funds
  
• Hedge Funds
  
• Exchange Traded Funds
  
• Structured Notes
  
• Emerging Market Securities
  
• Treasury Inflation-Protected Securities
  
• Managed Futures
  
• Master Limited Partnerships
  
• Real Estate
  

This Investment Management side of our firm is led by Jason L. Ball, CFP.