INVESTMENTS

• Portfolio Review & Analysis
• Independent, Institutional-Quality Research
• Forward-Looking, Research-Intensive Strategies
• Individual Stocks & Exchange-Traded Funds (ETFs)
• Mutual Funds  -  Closed End Funds
• Variable Annuities  -  Fixed/Immediate Annuities
• Bonds & other Fixed Income Investments

INSURANCE

• Review of Existing Policies and Discussion of Insurance Needs, such as:
  • Term Life Insurance
  • Whole Life Insurance
  • Variable / Universal / Indexed Life Insurance
  • Key Man Business Insurance
  • Long-Term Care Insurance
• Whiterock partners with licensed insurance specialists who can provide relevant solutions for clients, where applicable.

ALTERNATIVE INVESTMENTS

• Real Estate Investment Trusts (REITs)
• Equipment Leasing Investment Programs
• Oil & Gas Limited Partnerships
• Managed Futures (ex. Currencies / Commodities)
• Gold & Precious Metals
• Timber & Natural Resources
• Cryptocurrency

RETIREMENT PLANNING - (Individuals & Small Businesses)

• Initial Planning & Set-Up for New Plans / Accounts
• Review & Takeover of Existing Plans / Accounts
• Traditional IRAs  -  Rollover IRAs  -  Roth IRAs  -  SEP IRAs
• 401k Plans  -  Owner-Only 401ks  -  403b Accounts
• Defined Benefit Plans  -  Captive Insurance Companies

COLLEGE SAVINGS

• 529 Plans