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Investment Management
- Investment Management:
- Portfolio Management
- Asset Allocation
- Investment Selection
- Risk Management
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Empire Capital’s primary goal, is to provide high-level investment management. To learn more about this service – visit the process and philosophy tab.
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Alternative Investments
- Agreements with companies offering direct participation programs (DPPs), limited partnerships (LPs), real estate investment trusts (REITS), equipment leasing, 1031 exchanges, and managed futures are in place.
- Specific products include
- Non-Traded Business Development Companies.
- Managed Futures.
- Hedge Fund of Funds.
- Private Investment Programs.
- Non-Traded REITS.
- Oil and Gas.
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Education Funding
- College savings plans allow family members to save for a child’s education while enjoying tax breaks. Income inside the plan is not currently taxable nor is it taxed when the funds are withdrawn from the plan to pay for qualified college expenses.
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Health Savings Accounts
- Health Savings Accounts (HSAs) are tax-exempt accounts where funds grow to pay for medical expenses. They exist to help give control back to consumers and lower healthcare costs. HSAs provide a financial incentive for consumers to select a high deductible health plan, which have lower premiums than traditional plans. The HSA is the client’s own account. If the client switches jobs, the HSA goes with the client, and the money rolls over every year.
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Company Sponsored Retirement Plans
- Developing and servicing corporate retirement plans.
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Trust Services
- Trust planning and administration.
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Insurance
- Life, health, disability and long-term care
insurance.
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