Investment Advisory Services:
Non-discretionary investment accounts receive ongoing investment advice and review. Account assets are held on and reported through TD Ameritrade Institutional. The advantage to using these firms is that it gives us access to financial products at lower cost than what is available to the retail consumer.
Personal Services include:
- Mutual Funds, Exchange Traded Funds (ETF’s), Stocks, & Bonds.*
- Personal Retirement & Education Savings Accounts : Roth Traditional IRA’s, Rollover IRA’s, College Savings.
- Business Services: Company Retirement Plans.
* Variable Annuities through Jefferson National can be managed by AMR, LLC on a discretionary or non-discretionary basis.