Investment Solutions
  • Equities, fixed income, ETF, mutual funds, options, etc.
  • Variable and fixed insurance solutions including variable annuities with highest daily and 10% roll up guarantees
  • Managed accounts and model portfolios with Lifetime Minimum Guaranteed Income
  • High net worth insurance wraps for managed accounts, model portfolios, alternative investments, and other asset classes
  • Alternative investments, including hedge funds, managed futures, private equity, REITs, LPs and more
  • Asset protection trusts, charitable giving and more

*** Stocks, bonds and options are offered through Innovation Partners Registered Investment Advisory Division***