Mutual Fund

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature. Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.

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Insurance Solutions

Insurance is a way of managing risks. When you buy insurance, you transfer the cost of a potential loss to the insurance company in exchange for a fee, known as the premium. Insurance companies invest the funds securely, so it can grow, and pay out when there’s a claim.

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Fixed Income Products


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Lending Services

Peer-to-peer (P2P) lending enables individuals to obtain loans directly from other individuals, cutting out the financial institution as the middleman. Companies that facilitate peer-to-peer lending have greatly increased its adoption as an alternative method of financing.

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Trust & Will Services

We work with clients and their advisors to administer all types of trusts, from simple living trusts to complicated tax-driven estate planning vehicles. We also offer specialized retirement and charitable foundation services.

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