Investments

At the Sullivan Wealth Management Group we are able to choose amongst a universe of investments to provide solutions for each individual client. Whether you are conservative, moderate, or aggressive with your investment goals, we are able to advise you and actively manage portfolios that may best suit your needs.

Common investments used in diversified portfolios:

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETF)
  • Separately Managed Accounts (SMA)
  • Hedge Funds
  • Real Estate
  • REITs
  • Master Limited Partnerships (MLP)
  • Annuities
  • Cash Value Life Insurance
  • Precious Metals
  • Private Equity