In addition to offering fee-based portfolios, our Advisory Services staff serves as an extension of an advisor's investment team. This group helps financial professionals identify new opportunities, assists with case design, supports the sales process, and offers direct access between the portfolio managers and end-clients during the review phase. Advisory Services is a strong advocate of a fee-based business model and works closely with advisors and institutions to foster the growth of this line of business in a continually evolving regulatory environment.

This team works closely with both financial professionals and end-clients to educate and facilitate their transactions in the equity and bond markets. From the simplest trade, to the most complicated of strategies, this innovative and experienced group partners with you and your clients to help achieve short- and long-term objectives. The Fixed Income Desk also works directly with financial institutions, assisting them with their own portfolios.

The insurance team is the central point of contact for your life, long-term care, and disability insurance needs. Our team provides a wide range of case design support and product recommendations from simplified issue term to estate and wealth transfer strategies. Your team will benefit from the invaluable assistance and dedicated support of our insurance division.

Our Trust team specializes in personal trusts, corporate trusts, living trusts, life insurance trusts, specialty trusts, IRA rollover trusts, charitable remainder trusts, and more. You and your clients can count on our experience and collaborative support when it’s time to craft an estate and financial plan attuned to the goals of your clients, their families, and their heirs.