Investment Management
Brokerage Account Management
Our management service is available for all types of brokerage accounts held at our custodian. Any type of brokerage account, including traditional and Roth IRAs, can be managed. Several strategies, including Biblically Responsible Investing, are available.
Self-Directed Retirement Plan Management
We understand that clients need help with all their investing needs. That is why we offer investment management services even for your company’s personal retirement plan. We will allocate your personal retirement account (your 401(k), 403(b), TSA, 457, SEP, SIMPLE, etc.) based on the investment choices within your plan and within your selected investment objective(s). That way you do not have to worry about the allocation of your personal retirement plan.
Variable Annuity Management
Our investment management team also offers investment management services for variable
annuity contracts. We look at the investment options available within the product and build what we believe is the best portfolio based on your selected investment objective. We maintain and monitor the investment options along with making the necessary trades as needed.
Our Investment Management Team
