Association Financial Services, LLC, and Association Financial, LLC, an affiliated company, offer a diverse range of investments. Fixed investments such as annuities, can offer those that are seeking a guaranteed minimum interest rate (GMIR), or someone that may be risk adverse. Other variable investments, may potentially offer capital appreciation through income, growth, or a combination of the two. These variable investments can also offer an additional hedge against inflation.
Click on any of the 8 investments below to obtain more information. If you have any questions, contact us and we’d be happy to help!
Annuities
Fixed and Fixed-Indexed Annuities can provide guarantees, as well as guaranteed minimum interest rates (GMIR) to risk adverse investors.
Bonds
Corporate and/or Municipal Bonds are recommended as part of a diverse investment strategy – as they typically offer solid growth in the long-term.
Commodities
Investors can take advantage of highly leveraged exposures in metals such as gold, energy, livestock and meat, and agricultural products.
Equities (Stocks)
Stocks in 11 broad sectors can help your portfolio. They provide potential growth, income from dividends, or a combination.
ETPs
Exchange-traded products (ETFs) are similar to mutual funds in that they’re made up of a basket of securities. However, these products trade daily whereas mutual funds trade after markets close.
Investment Trusts
A Unit Investment Trust is a fixed portfolio. Typically, the UIT has stocks and bonds, which are redeemable units to investors for a specific period of time. UITs are designed to provide capital appreciation and/or dividend income.
Mutual Funds
Mutual Funds are similar to Exchange-traded products (ETFs), in that they’re made up of a basket of securities. However, these products trade at the end of the day after markets close whereas ETPs trade like stocks.
