Investment Services
Investment Accounts
For employers, individuals, corporations, trusts, or various others who wish to invest funds from outside their retirement plans, we offer investments to help accommodate all manner of goals and objectives.
Our portfolios are designed with the long-term investor in mind. At any point in time no one knows for sure where the stock market will be in the next few years. However, the investor whose investment horizon is set for more than a few years, anytime can be seen as a great opportunity to begin. Whether you're an investor who plans to send your children to college, who desires to set money aside for retirement, or who owns a company with surplus cash to invest, we can tailor an investment strategy and portfolio designed especially for your goals.
Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory Services offered through Rice Investment Advisory Services, Inc. Bruce A. Rice, Representative and Anderson Financial, Inc. Erik J. Anderson, Representative. Rice Investment Advisory Services, Inc., Anderson Financial, Inc., Employee Incentive Plans, Inc., and Securities America, Inc. are separate entities and are not affiliated with any other entity named on this site.
The Investment Fiduciary standard of care applies to advisory services only.
Tax and Plan Administration services provided by Employee Incentive Plans, Inc.
Advisory Licensed in TX | Insurance licensed in FL, TX
Securities Licensed in AK, AL, AZ, CA, CO, DE, FL, GA, HI, IL, KS, KY, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR,
SC, TX, UT, VA, WA, WI
This is not a CPA firm
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