At Waterford, we strive to bring to you the best of the investment universe.
Our Due Diligence dept. is constantly searching for, and reviewing money
managers with the express goal of bringing you the best opportunities available
to achieve your long-range goals.
Here is a representative list of some of the money managers, but not
all, that we work with in our attempt to bring you the best products
in the world. For more information on some of our preferred fund families,
simply click on the name of that fund family.
American Funds,
American Century, Aim
Funds, Alliance
Capital, American
Skandia Advisor Funds, Delaware
Funds, Dreyfus,
Eaton Vance, Federated, Fidelity
Advisors, First Investors, Flag Investors, Fortis, Franklin,
GE Financial, Hartford Funds, Idex
Funds, Ivy Mackenzie,
Janus, John Hancock Funds, Liberty Funds, Lord Abbett, Mainstay
Funds, MFS Funds, Munder,
Oppenheimer, Pimco, Putnam
Funds, Seligman Funds, Templeton,
Van Kampen, and WM
Group.
Remember, mutual funds can only be sold by prospectus and past performance
does not guarantee future results. For more information about any of these
fund managers, (including an applicable prospectus), pick up the phone and
call us now at 1-800-886-0101 or Email us at fwainscott@waterfordinvestors.com
VARIABLE ANNUITIES AND LIFE
WATERFORD INVESTOR SERVICES, INC.(member:
FINRA; SIPC) also offers variable annuities and variable life products that
fit different objectives and time frames with almost all of the above fund
managers, plus many other money managers. Deciding which one is right for
you will depend on what your investment and estate planning objectives may
be.
A few of our most popular Variable Annuity & Life Insurance companies
are:
(For more information on some of our preferred insurance companies products
simply click on the name of that company.)
Allianz Life, American
Equity, American
General, American
Skandia, Anchor National, First Colony Life, GE Life and Annuity Co.,
Golden American Life, Hartford
Life, ING, Integrity
Life, Jackson
National, Kemper,
Manulife,
Nationwide Life,
Pacific Life, PFL
Life, Security Benefit Life, Sunamerica, Transamerica, United of Omaha,
Western Reserve
Life, and more.
Is a variable annuity or life insurance product right for you?
They could allow your funds to accumulate on a tax advantaged
basis and pass to heirs with no probate costs or delay. They are also protected
in many states from creditors. Call one of our reps now at 1-800-886-0101 and get your questions answered. We'll be
glad to send you a prospectus which will include a summary of all fees and
expenses.
STOCKS & BONDS
If you like to buy individual stocks and bonds, we have access, through
Sterne
Agee Clearing Corp, (member NYSE) to all stocks and bonds on
the major indexes. The top of the line execution, easy to read statements
and confirmations, plus the excellent research available to our registered
representatives, could make for a pleasant change in your investment results.
Get started on your future today. Call your Waterford representative today,
or our home office at 1-800-886-0101, and see
what we can do for you.
Remember, investment results of securities, such as stocks, bonds, mutual
funds, and variable annuities are not guaranteed against market risk. With
the opportunity for more appreciation also comes the possibility of loss.
(Mutual funds and variable annuities can only be sold by prospectus.) Call
now. We can help sort through the myriad of confusing information
that is available today.
Don't forget to ask your representative about a review of your IRAs or Pension
Plans, including your 401k or 403b.
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