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Investment Management

When your plan is in place, you need to monitor what’s happening, so you’re never in the dark about your progress. Your private E-Money website helps you keep track of what’s happening with your portfolio. We update it every evening, which you’ll see on the landing page after you log in.

Our Investment Management Advisory program offers an integrated delivery of wide-ranging investment strategies. Our investment philosophy combines an array of alternative investments. This approach offers opportunities for account preservation, income, and growth. We review your financial assets and select an asset allocation model based on your risk tolerance. If something is off, we’ll help you select another investment. We give investments with low fees priority. We'll  identify third party investment portfolio manager(s) that can help each investor best pursue their goals. Portfolio Management Investment Options Brochure

Some of the investment options that may be included in your portfolio include:

  • Genesis Model Portfolio offers risk-based, diversified portfolios of mutual funds and/or ETFs under professional investment management     
  • Separately Managed Accounts are individual portfolios that typically utilize individual securities managed within an asset class or to a specific investment objective. Clients benefit from direct ownership of assets, allowing for greater flexibility, more control, and tax advantages.
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Structured Investments
  • Annuities
  • Alternative investments

Whether your investments are in trust accounts, retail accounts, or non-qualified accounts, we’ll help you choose the one that is most appropriate for you.