Product Solutions

Investment strategies

  • Mutual Funds
  • Exchange Traded Funds
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • College funding – Coverdell IRAs, College Savings plans
  • IRA's and Roth IRA's

Individual investment strategies

  • Common and Preferred Stocks
  • Corporate, Municipal, and Zero Coupon Bonds
  • US Government and Mortgage Backed Securities
  • Closed End Investments

Investment advisory third party programs on a fee basis (through Investacorp Advisory Services, Inc.)

  • Individually Customized Accounts
  • Separately Managed Accounts
  • Actively Managed Mutual Fund Portfolios

Insurance and annuities strategies

  • Term Life Insurance
  • Whole Life Insurance
  • Universal and Variable Universal Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Variable Annuities
  • Fixed and Indexed Annuities
  • Second To Die Insurance

Businesses strategies

  • 401(k) Plans
  • SEP, SIMPLE, Safe Harbor Plans
  • Profit Sharing Plans
  • Group Benefits (life, disability, health)
  • Executive Bonus Plans

Other investment strategies

  • 1031 Exchange Programs
  • Structured Notes

These are just a small sample of what we can provide you.

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One or more individuals are securities licensed through Investacorp, Inc., a registered broker/dealer, member FINRA and SIPC. Securities business cannot be transacted in other states until after the appropriate license is obtained. FINRA's homepage is www.finra.org and Securities Investor Protection Corporation's homepage is www.sipc.org. Advisory services offered through Investacorp Advisory Services, Inc. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.