Investments

Equity Investments

• Alternative Investments
• Mutual Funds (growth-oriented)
  • Large Cap Growth/Value Funds
  • Small/Mid Cap Growth/Value Funds
  • International Equity Funds
  • Asset Allocation Funds
  • Sector Funds
• Unit Investment Trusts (growth-oriented)
• Publicly Traded Stocks

Fixed-Income Investments

• Mutual Funds (income-oriented)
• Unit Investment Trusts (income-oriented)
• Corporate, Municipal and Government Bonds
• Money Markets
• Certificates of Deposit