We are committed to offering a broad range of investment products to meet the needs of our clients.

Our trading department efficiently handles client security transactions. From stocks to mutual funds, we facilitate the best execution of these orders.

The members of our fixed income department have an average of fifteen years experience trading fixed income investments. Our municipal bond desk participates in new issue bond sales and holds an inventory of tax-exempt bonds to meet client needs. Our taxable fixed income desk offers a broad range of securities, from U.S. Treasuries and federal agency paper to certificates of deposit and preferred stock.

The Firm offers both taxable and tax-free money market funds through Federated Investors, Inc. a leading global investment firm with over $180 billion in assets under management.