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
