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Learn more about how our institutional investment, insurance and financing services can benefit you today. Call your advisor!

 

 

Our Personal Investment Services

 

Personal Investment Services

Our goal at FBT Investments, Inc. is to help you succeed by defining and then exceeding your long-term financial goals.  We work closely with you to customize apersonalized investment portfolio based on your objectives, time frames, and risk tolerance.  We keep careful watch on the marketplaces to match the most appropriate investments while regularly monitoring the performance of your portfolio.

 

Our goal is to help you succeed by defining and then exceeding your long-term financial goals.  We work closely with you to customize a personalized investment portfolio based on your objectives, time frames, and risk tolerance.  We keep careful watch on the marketplaces to match the most appropriate investments while regularly monitoring the performance of your portfolio.

 

Our Investment Services Include:

 

Stocks
Mutual Funds
Retirement & Pension Planning
401ks and SEPs
Self-Directed Traditional and Roth IRAs
College Planning
Treasuries
Bonds
Fixed & Variable Annuities

Institutional Investment Services
Portfolio Evaluation
Professional Asset Management
Personal Trust Services
Custodian Accounts
Insurance
IPOs and Private Placements
Equity Research
1031 Real Estate Exchange

 

In addition to our research-supported products and recommendations, we offer accurate and timely execution and professional clearing service through Pershing LLC, a BNY Mellon Company.