Mutual Fund Investments

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Mutual Fund Investments

Fixed-Income Securities

To make sure that you and your Financial Consultant have access to securities that meet your needs, we maintain a comprehensive inventory of government, corporate, and municipal bonds, certificates of deposit, and Market Index CDs. Interest on municipal bonds is exempt from federal income taxes, and usually from the income taxes of the issuing state.*

If you’re in the 36% federal tax bracket, you’d have to find a taxable investment paying 7.81% to match a tax-exempt municipal bond paying 5%. If the municipal bond were also exempt from state taxes, your taxable equivalent yield would be even higher.

If you like, we can design a portfolio to provide an interest check every month. To plan for future needs like education funding or retirement, we can design a bond ladder with staggered maturities to provide income and principal when you need it.

* Consult your tax advisor on state and local taxes.

High Net Worth Municipal Bond Program

This exclusive program is designed to help investors with large portfolios of municipal bonds take full advantage of one of the few remaining tax shelters.

The centerpiece of the program is a complete analysis of your holdings, provided each quarter as a series of reports. The Income-Flow Analysis, for example, includes a breakdown, by month and by bond, of the income generated by your portfolio. The Maturity Alert Report shows bonds that will be maturing in the next 30, 60, and 90 days, to assist you and your Financial Consultant in planning. Additional reports include yield analysis, coupon analysis, and more.

Certificates of Deposit

Choose from our nationwide Certificate of Deposit inventory, offering attractive yields with six-month, one-year, and longer maturities. We act as an agent in offering CDs insured (up to $100,000 per account) by FDIC. The minimum investment is $5,000.

Market Index CDs*

The Market Index CD is a unique investment that gives you the opportunity to achieve stock-market-like returns without risking your principal.

These CDs are backed by one of America’s most well known and financially sound banks. On Market Index CDs held to maturity, the issuing bank offers you:

FDIC-insured principal (up to $100,000).
100% of the upside of the stock market, as measured by the S&P 500 Price Index.
None of the downside of the stock market.

If you would like to be invested in the stock market, but are afraid of losing money, the Market Index CD may be the investment for you.