For qualified investors, Alternative Investments offer a number of investment choices that can further diversify a portfolio by investing in areas of the markets with a low correlation to more traditional equity and fixed income investments. Such investment vehicles include:
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- Hedge Funds
- Private Equity Funds
- Managed Futures Funds
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- Hedge Funds-of-Funds
- Exchange Funds
- Real Estate
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WMS offers a full range of annuities, including:
The department conducts ongoing due diligence on the product offerings of a number of the industry’s leading annuity providers, assuring investors that the quality of their investment remains high.
WMS has established relationships with a wide variety of quality insurance companies in an effort to provide coverage for nearly every risk while maintaining extremely competitive prices, including:
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- Level Term
- Universal Life
- Variable Universal Life
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- Whole Life
- Long Term Care Insurance
- Disability Income Insurance
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WMS offers a wide variety of fee-based investment alternatives, such as:
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- No-load mutual funds
- Individually managed accounts
- Individual securities
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- Load mutual funds
- No-load mutual funds*
- Exchange traded funds
*Available in Wrap Fee/Advisory accounts |
WMS offers clients access to retirement plan providers that service all types of plans, as well as a Preferred Provider List. Ongoing due diligence is conducted on all of the providers. Emphasis is placed on reducing plan costs, improving employee education, monitoring investment performance and helping manage fiduciary responsibility. Types of plans include:
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- Money Purchase Pension
- 403(b)(7) Deferred Compensation
- Traditional 401(k)/Safe Harbor 401(k)/
Simple 401(k) |
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- 457 Deferred Compensation
- Simple IRA/SEP IRA
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All investment products including mutual funds involve risk. Principal value and investment return will fluctuate, so an investor's shares/units when redeemed may be worth more or less than the original amount. A complete explanation of risks, charges and expenses may be found in the prospectus. Investors should carefully read and understand the information contained in the prospectus before investing or sending money.
