What we offer our clients:
The staff of Sheptoff Investment Group LLC develop and execute a broad range of strategies and transactions for our clients. We seek to be the advisor of choice for our clients and draw on our expertise to develop a portfolio of offerings designed to serve the full spectrum of your financial needs.
- Global Investing
- Investment Advisory Services
- Oil/Gas Partnerships
- Timber
- Certified Rare Coin Portfolios
- Certified Bullion Coin Portfolios
- Alternative Energy Partnerships
- Leasing Partnerships
- Real Estate Partnerships
- Secured Mortgage Backed Notes
- (1031) Tenant-In-Common Real Estate Exchanges
- Managed Futures
- Tax Credit Programs
- Annuities-Index,Variable,Fixed
- Private and Public Annuities
- Mutual Fund Portfolio Management
- ETF Portfolio Management
- Closed-End-Trust Portfolio Management
- Life Insurance Policy Reviews
- 401K Plans
- 403B Plans
- Defined Benefit Plans
- Profit Sharing Plans
- Pension and Retirement Planning
- Private Placements and Private Equity
- I Shares
- Wealth Management
- Estate Planning
- Financial Planning
- Portfolio Hedges
- Corporate and Business Mentoring
- Option Hedge Positioning
- High Yielding Bond Management
- Portfolio Management
- Master Limited Partnerships
- Reits
- Preferred Stock
- Common Stock
- Taxable Bond Portfolios
- Tax Free Municipal Bond Portfolios
- Hedging of Companies' Commodity Needs
- Currency Trading
- Derivatives
- Mergers and Acquisitions
