|
Products
RiverStone Wealth Management offers you a complete selection of non-proprietary products and services designed to help you achieve your financial goals. Your RiverStone Wealth Management advisor can assist you in selecting and managing the strategies and vehicles that best fit your financial planning goals.
Financial Products:
- Annuities - For our clients who have both long-term growth and immediate income needs as well as may desire to protect their principal.
- Mutual Funds - With more than 10,000 mutual funds in the market, let our professional advisors help you narrow the field and identify the funds that best fit your objectives.
- Private equity
- Common Stocks
- Options
- Unit Investment Trusts – We offer you trusts designed to fill a variety of investment needs and risk tolerance levels
ˆ Return to Top
Wealth Management:
- Equity derivates
- 529 Plans
- 401K Plans
- IRA and Roth IRA
- High Net Worth Portfolio Reviews - this is an in-depth, analytical report of your stock and bond portfolio, generating both summary and reports such as analysis of sectors, capitalization, growth rates, maturity structure, callability exposure among others.
Discover how our expertise and independence benefits you.
ˆ Return to Top
Fixed Income:
- Bonds – corporate, municipal & government
- CDs
- CMOs
- GNMAS
- Preferred stock
- Tax Exempt municipal bonds
- Government & Agency Bonds
- Unit Trusts
- Zero Coupon Bonds
ˆ Return to Top
Insurance Products:
- Annuities – fixed, variable & indexed
- Life – Term, whole life, UL & VUL
- Group and individual health insurance/Long Term Care
Consulting Services:
- Pilot Plus
- Fundsource
- Compass Advisory
- Master
- DMA (Diversify Managed Allocations)
- Network Program Portfolio
Pilot Plus is a fee-in-lieu-of-commission brokerage account in which clients pay an asset-based fee, instead of transaction charges for each stock, bond or mutual fund they purchase.
FundSource is a fee-based, process-oriented service that provides clients with a strategic road map for reaching their financial destinations. Portfolios are constructed using the world’s top no-load and load-waived mutual funds. The program also includes ongoing monitoring of recommended mutual funds by the FundSource research team.
Compass advisory is professionally managed, separated accounts (individual security holdings) managed by Wachovia Securities Advisory Services Group.
Masters is a professionally managed, separate account program (individual security holdings) in which the client pays an all-inclusive fee that covers a package of services including portfolio management, custody of assets, all transactions charges, consulting and advisory services, research monitoring and compensation to the financial advisor.
Money Management Firms (PDF)
DMA (Diversified Managed Allocations) offer investors a combination of separate account portfolios that are strategically allocated across various market capitalizations, styles and risk tolerances. The predefined model allocations provide you with a simplified solution to strategically position equity or fixed income holdings within one professionally managed portfolio based on your needs and objectives. If you prefer, you and your advisor may decide to develop a custom allocation of managers as well. This option is available in our DMA account, something that is unique in our industry.
The Network program portfolio consists of separate, professionally managed accounts (individual security holdings) in which you pay a fee for all money management services. Managers outside of our Masters program may be utilized within the Network platform.
To learn more about these products, please contact your RiverStone Wealth Management financial consultant or request information.
ˆ Return to Top
|
