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Services

INDIVIDUALS


Investment Strategies
  • Retirement Accounts (IRA’s)
  • Rollovers
  • Mutual Funds
  • Third Party Managed Accounts (Through Investacorp Advisory Services)
  • Exchange Traded Funds
  • Stocks
  • Bonds
  • Options
  • Margin
Insurance
  • Variable Annuities
  • Fixed Annuities
  • Term, Whole Life and Universal Life Insurance
  • Long Term Care
Alternative Investment Strategies (For accredited investors only)
  • Real Estate Investment Trusts
  • Energy
  • Equipment Leasing
  • Oil and Gas Partnerships
  • 1031 Exchanges
  • Managed Futures

FAMILIES


College Planning
  • College Savings Plans
  • Pre-paid Tuition
  • Coverdell Accounts
  • Custodial Accounts

Wealth Distribution Strategies

  • Stretch IRA’s
  • Conversions to Roth IRA’s

BUSINESSES

  • SEP, Simple and Defined Benefit
  • Profit Sharing Plans