Investment

Overview

Investment opportunities are plentiful. The real difficulty comes when deciding which investments are right for you. Not all investment opportunities are right for everyone. Cegel Capital is here to help you find the opportunities that fit your lifestyle and expectations. Give us a call to discuss your needs!

Brokerage Products

- Mutual Funds Diversified Investing
- Exchange Traded Funds Index Investing
- Unit Investment Trusts Fixed Portfolio
- 529 Plans College Savings
- Individual Retirement Accounts Tax-advantaged Savings

Advisory Services

Brokerage Products

Mutual Funds

Diversified Investing

A professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Exchange Traded Funds

Index Investing

An investment fund traded on stock exchanges, much like stocks.

Unit Investment Trusts

Fixed Portfolio

An exchange-traded mutual fund offering a fixed (unmanaged) portfolio of securities having a definite life.

529 Plans

College Savings

A tax-advantaged investment vehicle in the U.S. designed to encourage saving for the future higher education expenses of a designated beneficiary.

Individual Retirement Accounts

Tax-advantaged Savings

A form of “individual retirement plan”, provided by many financial institutions, that provides tax advantages for retirement savings in the United States.