Traditional Investments
Traditional Investments comprise stocks, bonds, mutual funds, and money-market funds. A typical client’s traditional investment portfolio will include a broad number of publicly traded stocks issued by small to large companies based in the United States and foreign countries. Bonds issued by the U.S. Government, U.S. Government agencies, foreign corporations, or municipalities may also be included. Most Traditional Investments are valued daily, and in almost all cases can be bought or sold daily (and even intraday) through the major market exchanges.
