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Portfolio Management

We use your financial plan to help determine the proper type of investments and asset management that fits your goals. We actively manage your investments based on your changing lifestyle and macroeconomic events.

Investment options: 

Unlike captive agencies, where advisors may be required to sell their company specific products, we are able to offer you a wide range of investment options and strategies such as:

  • Mutual Funds, Exchange Traded Funds (ETFs), and Closed End Funds
  • Certificates of Deposit
  • Stocks, Bonds and Options
  • Variable and Fixed Annuities
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments
  • Business Development Companies (BDCs)

Company Sponsored Retirement Plans

We can also give allocation advice for company sponsored retirement plans such as: 401(k), 403(b), 457, and Profit Sharing Plans.

*Matt Krajniak offers securities through Royal Alliance Associates,  Inc., member FINRA/SIPC. Insurance and investment advisory services  offered through Focus Financial Network, Inc., a registered investment  advisor not affiliated with Royal Alliance Associates, Inc. The Krajniak  Group is a marketing name. **Tax and legal services not provided by  Royal Alliance.

Check the background of this advisor on FINRA’s BrokerCheck.