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Family

Future

Recreation

Prosperity

Our Services

Once your goals and risk-tolerance have been established, we will customize appropriate strategies to suit your vision and objectives. As an independent broker/dealer, Cadaret, Grant offers thousands of outside investment choices provided by over 500 fund families, insurance companies and other institutions.  We can truly help you execute a sound financial program utilizing any of the following products and services:

 

Commingled Funds
  • Mutual funds
  • Exchange-traded funds
  • Closed-end funds
  • Unit-investment trusts

Individual Securities

  • Common stocks
  • Preferred stocks
  • Treasury bonds
  • Corporate bonds
  • Municipal bonds

Tax-Qualified Plans

  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • SEP IRA
  • 401k plan
  • Profit-sharing plan
  • Pension plan

Tax-deferred Annuities

  • Fixed annuities
  • Variable annuities
  • Immediate annuities
  • Equity-index annuities

Advisory services

  • Our proprietary TIMS
  • 3rd-party management

Miscellaneous

  • Trust solutions
  • REITs
  • Limited partnerships
  • Enhanced tax reporting