Investment Management

Every investor has unique investment goals, levels of experience, risk profiles and time frames. We believe that you should understand what you're investing in, what the possible risks and returns could be, and how they can be affected by various circumstances. We take the time to inform you about alternative ways to reach your investment goals.

We offer a diverse universe of investments* to meet the needs of any investor.

Annuities – For those investors that may need a tax-deferred investment, or to establish a stream of income, we offer variable and fixed annuities to meet many accumulation and payout needs.

Mutual Funds – Mutual funds offer professional money management in a wide selection of equity and fixed-income styles to provide diversification and risk moderation.

Fixed Income – For those investors seeking the security and income from bonds, we can structure a portfolio of varying maturities and qualities that will seek to meet your fixed-income needs.

Separately Managed Accounts- For those investors who have established portfolios that require a higher level of attention, and professional management, we provide access through fee-based programs to a broad variety of institutional money managers for separate accounts in stocks, bonds, mutual funds and exchange-traded funds. Account Minimums apply.

Alternative Investments - For qualifying investors, Oil and Gas Drilling, Equipment Leasing, Private Real Estate Investment Trust (REIT) programs and Managed Futures offer another avenue for income and diversification. These programs are typically not correlated with the equity and debt markets, and therefore add another tool for reducing risk in your portfolio. Income and Net Worth Minimums Apply.

* This is not an offer to sell any particular investment. Securities are sold through a prospectus or offering memorandum that details fees, risks, liquidity, management and other specifics related to the particular security. Be sure to read the prospectus or offering memorandum carefully and do not invest any money until you are sure that the security meets your specific investment goals and financial situation.