Our friendly professionals take time to listen to you, and then apply their knowledge while thoroughly explaining investment options that can benefit you.
PATHWAY Portfolios*
We want to guide you down the path to financial freedom, helping you reach your destination with efficient, time-tested economic philosophies and processes. It is a journey marked with academically grounded, scientific practices designed to maximize return and minimize expenses based on these five basic principles:
Markets Work – Capital markets do a good job of fairly pricing all available information and investor expectation about publicly traded securities.
Risk and Return Are Related – The compensation for taking on increased levels of risk is the potential to earn greater returns.
Global Diversification is Key – Comprehensive global asset allocation can neutralize the risks specific to individual securities.
Portfolio Structure Explains Performance – The asset classes that comprise a portfolio and the risk levels of those asset classes are responsible for most of the variability of portfolio returns.
Disciplined Management and Commitment – Successful investing requires the separation of emotion and investment decision making.
Whether you’re an individual, corporation, non-profit, endowment or foundation, we can help with your investment needs.
Investment Services**
Through our partnership with Money Concepts, our clients have access to a wide array of wealth and investment management products and services including:
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- Equity Index Annuities
- Managed Money
Our focus is on helping you decide which investment product may be best for you and your situation.
*Available through our Trust and Investment Services Division
**Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Premier Wealth is an independent firm not affiliated with Money Concepts Capital Corp. Not FDIC Insured. Not a Deposit. May Lose Value. Not Guaranteed by the bank. Not Insured by Any Federal Government Agency.
Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Premier Wealth is an independent firm not affiliated with Money Concepts Capital Corp. Not FDIC Insured. Not a Deposit. May Lose Value. Not Guaranteed by the bank. Not Insured by Any Federal Government Agency. www.moneyconcepts.com