- Pension Funds & Profit Sharing Plans
- Foundations & Endowments
- Charitable Organizations
- Individual Retirement Accounts
- Trusts & Estates
OUR INVESTMENT PRINCIPLES
How do we get results? We develop an investment plan for each client based on realistic long-term goals. Our clients benefit from high-quality strategies, diversified portfolios, and a patient, disciplined, conservative approach.
Successful investment strategies are a team effort. Working with our clients, we identify the resources that can best achieve the goal. That kind of personal service is rare today, and that’s why our clients value it so highly.
FUNDING OPTIONS AND FLEXIBILITY
While you must adhere to contribution limits, the source of SEP contributions can be from any business cash supply, including current income, savings, or loan proceeds.
Options to fund your SEP include:
Lump-sum or periodic contributions
Transfers from any of your eligible investment accounts
A low-interest term loan with a one-year clean-up feature in order to maintain your business cash flow.
Our lending professionals work hand-in-hand with the retirement plan representatives to deliver a seamless loan process for SEP funding purposes.
Investment options for your SEP include a wide range of mutual funds*, stocks*, bonds*, EFTs* or FDIC insured CDs.
You can count on strong experience from our team! To explore your investment growth possibilities, use our Investment Calculators.
FOR MORE INFORMATION, PLEASE VISIT OUR AFFILIATE
1. Registration with the SEC should not be construed as an endorsement of the Adviser’s investment skill or acumen.
2. Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets, or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.
*Trusts, securities, and insurance products are not FDIC insured or insured by any Federal Government entity. Not bank guaranteed. Not a deposit. May lose value.
Before investing, consider your investment objectives, risks, charges, and expenses. Contact a Professional in the Trust and Investment Division for the appropriate prospectus or relevant information. Read it carefully.