Discretionary investment management alleviates the worry over day-to-day decision making and provides simplicity for our clients.
At Monocot Wealth Management we believe that especially variable annuities can be an effective way for certain clients to have equity exposure with a safety net in the form of a guarantee by the insurance company.
Learn how REITs can provide opportunities to purchase a portfolio of properties that typical investors might not otherwise be able to purchase individually.
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