investments

Separately Managed Accounts
Separate accounts are customized portfolios of stocks, bonds and other investments that can be closely tailored to meet financial objectives such as growth, safety, tax efficiency, or income. Sophisticated investors often opt for investing in separate accounts because they offer customization, adaptability, consistency of management style, tax efficiency and transparency. Achieving the right balance of risk and reward involves both art and science. By carefully assessing client needs, asset allocation, equity preferences, and risk management, an effective solution is attainable.

For professional consultation, contact Bryan Boyle.

Mutual Funds
Open-end investment companies or mutual funds issue shares to the general public and use the cash proceeds to acquire a portfolio of investment securities, which are managed by fee-paid professional money managers. As a result, purchasers of investment company shares are acquiring a piece of an investment pool that is professionally managed, with the objective of generating profit through portfolio income and capital growth. Investment companies offer the opportunity for even the smallest investors to achieve a broad diversification of investment securities.

The mutual fund industry is huge, and there are thousands of different funds available for investment. Different funds have differing investment objectives and invest in different types of portfolio securities.

For professional consultation, contact Bryan Boyle.

Variable Annuities
For professional consultation, contact Bryan Boyle.

Brokerage CDs
For professional consultation, contact Bryan Boyle.

top

The aforementioned material is a product and service listing and is not
intended to be an offer for the sale of securities.

Bryan Boyle is a registered representative and investment advisor representative of and offers securities and investment advisory services through Tower Square Securities, Inc. (TSS) Member FINRA/SIPC. Howell Benefit Services is a separate entity from TSS.

Please note that the information being provided is strictly a courtesy. When you link to any of the websites provided, you are leaving this site, Howell makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party site.

Howell serves the following cities and surrounding communities:
Allentown, Atlantic City, Bala Cynwyd, Bartonsville, Bellefonte, Berwick, Bethlehem, Binghamton, Bloomsburg, Camden, Carbondale, Carlisle, Center Valley, Cherry Hill, Clarks Summit, Cressona, Danbury, Danville, Dover, East Hanover, Easton, Edison, Elmira, Fort Washington, Frackville, Hackettstown, Harrisburg, Hatboro, Hazleton, Hershey, Honesdale, Ithaca, Johnson City, King Of Prussia, Kutztown, Lancaster, Lehigh Valley, Lehighton, Malvern, Mechanicsburg, Media, Netcong, New York, Newark, Newburgh, Norristown, Parsippany, Patterson, Plymouth Meeting, Reading, Roseland, Scranton, Shippensburg, Sparta, Stanhope, State College, Stroudsburg, Susquehanna, Tarrytown, Trenton, Tunkhannock, University Park, Upper Darby, Washington, West Chester, Wilkes-Barre, Wilkes Barre, Williamsport, Woodbury, York