Excelsior Springs Office

1600 Rainbow Boulevard,

Excelsior Springs, MO 64024

Investment Solutions

These are some of the different Investments that we use in the construction of our portfolios.

Mutual Funds

Mutual Funds

Mutual Funds are an investment type that allows an investor to invest in a basket of different stocks, bonds and other types of investments. Mutual funds can be aggressive or conservative and give the opportunity for enhanced diversification. 

To learn more about how our portfolio utilizes Mutual Funds, please fill in the info below to get in touch with us.

Unit Investment Trusts (UIT)

Unit Investment Trusts (UIT)

Unit Investment Trusts are a type of mutual fund but they are created/built and then are in a fixed portfolio.

If you're interested in gaining insights into our portfolio's use of Unit Investment Trusts, please fill in the info below to contact us. 

Real Estate Investment Trusts (REITs)

Real Estate Investment Trusts (REITs)

Real Estate Investment Trusts are investments in different types of real property. A company buys, sells, rents, or finances real estate. We prefer the use of non-traded Real Estate Investment Trusts. There are certain qualifications for investors and limitations to the amount an investor can have in a Real Estate Investment Trust. 

If you would like to learn more about how our portfolio utilizes Real Estate Investment Trusts, please fill in your info below to get in touch with us.

Structured/ Market-Linked Products (MLP)

Structured/ Market-Linked Products (MLP)

Structured/Market-Linked Products are complex investment tools. There are three main kinds that we utilize: 

  • Market-Linked CDs
  • Principal Protected Notes
  • Market-Linked Notes

Each one of these different types of products offers something unique to help your investment portfolio.

To obtain further information on how our portfolio incorporates Structured/Market-Linked Products, kindly fill out the information below to contact us.


Annuities

Annuities

We partner with Annuity providers to help find income, death benefit, and other type of investment solutions/strategies where an annuity can be a helpful tool. 

We use both fixed, and variable annuities to assist our clients reach their investment goals. 

To learn more about how an annuity might help you reach your goals please contact us below. 

Separately Managed Accounts (SMA)

Separately Managed Accounts (SMA)

Separately Mananged Accounts offer an investor the ability to have investments within a portfolio managed by an investment firm. 

To obtain further information on how our portfolio incorporates Separately Managed Accounts, kindly fill out the information below to contact us.

Exchange-Traded Fund (ETF) 

Exchange-Traded Fund (ETF) 

We utilize ETFs in some of our advisory account to help wtih managing cost. They can be used to track certain indexes. 

To learn more about how ETFs might fit into your investment strategy please contact us below. 

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn More

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