Investing Solutions Overview

Do-it-yourself or get professional advice to invest in the future you want, stress free.

IRA

Supplement your employer-sponsored retirement savings plan and take advantage of tax-deferred or tax-free growth.

Benefits Include:

Traditional IRA and Roth IRA options available
Immediate enrollment with no waiting period
Wide range of investment options available
Utilize low cost index funds not availabe in your 401K

Mutual Funds

Invest in professionally managed funds aligned to a variety of investment strategies and time horizons.

Benefits Include:

Professional money management
Build a balanced portfolio with built-in diversification
Meet long-term investment goals
Purchase in such small amounts to easily get started
Secure website allows you to check your portfolio 24/7

Stocks

Invest in shares of publicly-traded companies across a variety of sectors.

Benefits Include:

Buy ownership shares in a specific company
Build a balanced portfolio
Keep the stock you have in a retirement plan at work
Buy at a specific price set throughout the day
Complement the mutual funds in your existing portfolio

Bonds + CDs

Invest in fixed income securities that may offer a higher level of stability and provide a steady stream of income.

Benefits Include:

Build a balanced portfolio and generating regular income
Reduce portfolio volatility and meet long and short-term goals
Complement mutual funds in your investment portfolio
Rely on receiving full-face amount when your investment matures