coordinated solutions

Investments are the foundation to building and maintaining wealth. After careful analysis of your goals and objectives, risk tolerance and expectations, we will construct a portfolio to match your needs.

Here are some of the brokerage services we provide:

  • Alternative Investments
  • Bank Certificates of Deposit
  • Brokered Certificates of Deposit
  • Corporate Bonds
  • Exchange Traded Funds
  • Foreign Securities (ADRs)
  • Money Market Funds
  • Mutual Funds, both Open-end and Closed-end
  • Publicly Traded Stocks
  • Selected Municipal Bonds
  • U.S. Government Bonds
  • Trust Services