Whether you invest in stocks, bonds, mutual funds, certificates of deposit (CDs), or other investment alternatives, your Portfolio Manager will work with you to develop an individualized plan that fits your risk tolerance and personal needs.
Things you can expect from us:
A Portfolio Manager and Support Team all located right here in the Quad Cities
Annual meetings with your Portfolio Manager (more frequent upon request) to discuss investment performance
Measurable investment performance compared to the appropriate benchmarks
Our promise that you will never be sold the “product of the day”
Traditional and Roth IRAs have become a major investment vehicle for our clients. Your Portfolio Manager will organize an investment plan that takes full advantage of tax deferral investing. We also provide comprehensive beneficiary designations to allow these investments to last for generations to come.
• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value