Investments and Accounts
At WAM, we can manage for you any type of investment account that you could have. For example, the types of accounts we currently manage include:
In addition to managing any type of account that may have, we can also invest in almost any type of security, or any type of strategy, that you would like to employ. The following is a list of securities currently used by WAM in its portfolios:
- Taxable Accounts
- 401(k), 403(b) and 457 Accounts
- 401(k) Rollovers
- IRA's
- Rollover IRA's
- Roth IRA's
- Education IRA's
- SEP / Simple / Profit Sharing Pension Accounts
- Section 529 College Savings Accounts
- Stocks
- American Depository Receipts (ADRs)
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- Mutual Funds
- Fixed Income Securities (Government/Agency/Corporate)
- Private Equity and Debt Investments
