Investment Advisory Services

Investment Services

 

Fee-Based Investment Advice **

We offer numerous fee-based investment management platforms.  Whether you want an asset allocation strategy using Modern Portfolio Theory managed by one of the nation's leading money managers or you prefer a Private Separate Account strategy to have ultimate control over tax strategies and cash flow strategies, We can help you manage an investment portfolio tailored for your individual financial needs.  We can put together an asset allocation strategy for accounts with as little as $50,000.  For larger accounts, we can have some of the top institutional money managers manage your account.  We also offer customized high dividend strategies for retirement income generation.

Whether you already have an investment advisor or need to invest an inheritance, a settlement or an IRA rollover, contact us to see if a fee-based investment account is right for you at (530) 244-7526 or e-mail at tjwood@royalaa.com .

 

Traditional Securities  *

For those clients who either need or want a traditional commission based account for stocks, bonds, or mutual funds, we have hundreds of products to suit your needs.  Whether you need to start an IRA, a business retirement plan, or want to invest a 401(k) rollover or inheritance, we can help find the investments that meet your goals.  We will examine your desire for returns and risk tolerance, then thoroughly explain your investment options.  We offer most investment products including:

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Closed End Funds
  • Real Estate Investment Trusts (REITs)

Whether you already have an investment account, want to change to a broker who puts their clients first, or simply want to open a new retirement, college savings, or other investment account, contact us today at (530) 244-7526 or e-mail at tjwood@royalaa.com .

 

 

* Securities offered through Royal Alliance Associates Inc., Member FINRA/SIPC.

** Financial Planning and Fee-Based Investment Management Services offered through WHJR Associates, a Registered Investment Advisor not affiliated with Royal Alliance Associates. 

The Advice Center is not affiliated with WHJR Associates or Royal Alliance Associates or registered as a broker-dealer or investment advisor.

All Investing involves risk including the potential loss of principal. No investment strategy such as asset allocation can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.