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Investment Opportunities

Specialized and Independent

Effective Portfolio and Risk Management

High Net Worth

  • Exclusive Opportunities through Advanced Equities*

Greenbook Financial Services™

  • Integrated financial planning designed for Doctors and Business Owners.

Alternative Investments

  • Oil & Gas Programs*
  • Hedge Funds*
  • Managed futures
  • REITs
  • Equipment leasing
  • Equity-linked notes
  • Tax Credit Programs
  • Real Estate LLC's
  • Mortgage Funds*

Stocks

  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Foreign stocks
  • Initial public offerings
  • Margin accounts
  • Corporate finance
  • Investment banking
  • 144 and other restricted securities sales
  • Employee stock-option plans

Cash Management

  • LoanAdvance
  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Networking
  • Dividend reinvestment

Unit Investment Trusts

Performance Based Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Fee-in-lieu accounts
  • Outside managed accounts

Bonds

  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon

Government Securities

  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes

Options

  • All major exchanges

*Available only to Accredited and Qualified Investors.