Asset Management

  • Independent Asset Manager platforms
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Fee Based accounts
  • Outside managed accounts

Exchange Traded Funds (ETFs)/Index Funds

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Dividend reinvestment
  • Education and 529 College Savings Plans

Stocks

Bonds

Retirement Accounts

  • Traditional IRAs
  • Roth IRAs
  • Education IRAs
  • SEP IRAs
  • Simple IRAs
  • Defined Contribution
    • 401(k) (Including Safe Harbor & Solo)
    • Profit Sharing Plan
    • Money-Purchase Plan
  • Defined Benefit (Traditional & Cash Balance)
  • 403(b)

Alternative & Other Investments

  • Fixed annuities
  • Variable annuities
  • Real Estate Investment Trusts (REITs)
  • Business Development Corporations (BDCs)
  • Equipment leasing funds
  • Managed futures
  • Equity-linked notes
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC’s
  • Mortgage Funds

Unit Investment Trusts

Government Securities

And much more...

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Contact Info

14 E. 60th Street, Suite 402
New York, NY 10022
Phone: 212-679-5700
jkerman@WealthPartnersAdvisors.com