Investment Company Act of 1940 funds
The Investment Company Act of 1940 is a United States federal law that regulates investment companies, including mutual funds, closed-end funds, and unit investment trusts.
Broad categories of investments in this area include we can provide include:
Real Estate Investment Trusts
Closed-End funds
Exchanged traded funds
Unit Investment Trusts
About Us
I provide a range of financial services and advice to help you make the most of your money. I specialize in providing retirement income and comprehensive tax planning tailored to your individual needs.
We Offer Services in These Areas:
Wealth Management Retirement Planning
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Fixed and Fixed Index Annuities Social Security Planning Tax Efficient Strategies Attorney/Estate Planning Documents Medicare Solutions CPA Resources Small Business Employee Benefits
Income Stream Planning 401(k) or Other Pension Plan Rollovers Life Insurance Quotes Risk/Cost Analysis on Investments Trust Funding Securities Team Approach
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