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GUNDRUM INSURANCE

  & INVESTMENTS, LLC

Alternative Investments

  • REITs
  • Equipment leasing
  • Managed futures
  • Equity-linked notes

Unit Investment Trusts

Insurance

  • Fixed annuities
  • Variable annuities
  • Term life
  • Variable life
  • Universal life
  • Whole life
  • Disability
  • Long-term care

And More...

  • Education and 529 plans

Options

  • All major exchanges

Government Securities

  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes

Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Asset allocation
  • Outside managed accounts

Bonds

  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access

Cash Management

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Defined benefit
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Stocks

  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Foreign stocks
  • Initial public offerings
  • Margin accounts
  • Corporate finance
  • Investment banking
  • 144 and other restricted securities sales
  • Employee stock-option plans

As an independent financial advisor, we truly work for you. So, when you work with us, you benefit from unique advantages traditional firms simply cannot provide. Namely, you get unbiased advice and the flexibility to choose the products and services that make sense for you.

We provide a wide-range of diversified financial products, offered through First Allied Securities, Inc.

Investment Portfolio