Investors have never been so pleased with return on. investments since portfolio managers JD strategically merged and mixed top performing stocks into categories of mutual funds. Our goal is to customize financial services in stocks, bonds, options, mutual funds and money market performance funds.
^Lending at APR -Yield rates are subject to change.
^Terms of services may change based on market performance.
^Latest Financial Bank Information in Collateral FDIC Funds are Available
^INTEREST or DIVIDEND are considered earned income and subject to end of the year Tax Form 1099 INT
INVESTMENT PORTFOLIO (IRA-Traditional / Roth / Educational, Stocks, Treasury Notes/Bills, Money Market or Mutual Funds) subjects to CAPITAL GAINS / DISTRIBUTIONS at the end of the year for Tax Form 1099 DIV
Certificate Deposits (CD) are subject to early withdrawal penalties (1, 3, 6 month term/Maturity Date) and end of the year Tax Reportings.
Portfolio Management may require upfront fees, and prospectus, stipulated risk level (Aggressive- Conservative- No Risk to shareholders.