Investments

Investments

Investments will play a key role in your financial plan.  At Peninsula Financial Group and KMR Financial Network, we will design a customized portfolio that considers your risk tolerance, time horizon, and financial planning goals.

As independent firms, we have access to a vast array of world class investment managers. This allows us to select the very best managers in each class and create a unique portfolio just for you. In addition, we can work with you on a fee or commission basis or a combination of the two when building your investment portfolios.

Some of the investments that may be appropriate for your investment portfolio include:

Fee Based Portfolio Management

  • Portfolio Designs: A fully customized, in house solution that can utilize a variety of no-load and load waived mutual funds, individual stocks, bonds, and exchange traded funds (ETF’s).  Instead of paying a commission on each transaction, you’re charged a quarterly fee based on the value of your assets in the account.

  • Third Party Money Managers: As Investment Advisor Representatives of Woodbury Financial Services, Inc., we have access to many third party money managers with unique capabilities and investment strategies.  We can evaluate these managers to determine if one is right for you.

Traditional Investments (Commission based)

  • Mutual Funds
  • Exchange Traded Funds
  • Stocks
  • Bonds
  • REIT’s
  • Annuities: Variable, Fixed, Immediate, or Deferred

 

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. 13 Bridgeville Road Georgetown, DE 19947

This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, MD, NJ, NY, PA, TX and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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