Products and Services For Investing

Traditional investments

Providing access to a diverse array of high-quality traditional investment options – including equities, fixed income, mutual funds, UITs, ETFs, separately managed accounts, annuities, closed-end funds and multi-asset programs. 

Alternative Investments

Offering clients a diverse range of investment strategies that fall outside of the traditional, long-only purchase and sale of stocks and bonds such as funds of funds, private equity and managed futures.

Asset management

Helping clients define an investment strategy tailored to their goals, then guiding informed investment choices from among our expansive investment platform, including proprietary and third-party offerings across every market and asset class. 

Financial planning

Regardless of what stage your life is in—moving ahead in your career, enjoying retirement or somewhere in between—we work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life.

Cash Management and Lending Solutions

Offering clients a comprehensive suite of cash management and lending solutions to integrate their day-to-day liquidity needs with all of their long term ambitions.

Impact Investing

Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.

More Articles of Interest

Tax Tables 2018

These 2018 tax tables can help you in your investment decisions.

Municipal Bond Tax Exemption

It’s not how much you earn, but how much you keep. That adage explains the appeal of investing in tax-exempt municipal bonds.

Ready to start a conversation? Contact King Poljak Group today.

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