Our Services

Handling your money is more than just getting the best return and sending a quarterly report.  Instead, we view investment management as the means to getting you where you want to go.  By integrating investing into your complete financial picture - including your resources, your goals and how much risk you’re comfortable with - we believe that we can serve you much better. Because ISG is an independent advisory firm, we are free to closely scrutinize every investment opportunity and select only those that best fit your needs. 

Some of the tools we use:

• Commission-free mutual funds
• Individual stocks and bonds
• Separately managed accounts (SAMs)
• Exchange-traded funds (ETF's)
• Commission-free variable annuities

In addition to our core investment program, many of our clients utilize our wealth management services which incorporate  varied aspects of your financial life, ranging from financial planning to tax, estate and insurance planning. We work together with your other financial professionals - or - we may make introductions to our select group of legal, tax, mortgage and insurance professionals with whom we have solid, proven relationships.  You may look to us to address questions and financial issues such as:

• What are my college funding options?
• Am I a candidate for long term care insurance?
• Should I take my pension as an annuity or a lump sum?
• At age 701/2, how much must I take from my IRA?
• Do I need to have my will reviewed?  What about trusts?

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