Additional Products Through HTK

When it comes to accumulating wealth, planning for retirement, or preserving an estate for the benefit of heirs, no two clients are alike. As your investment-planning partner, we’ve assembled an impressive breadth and depth of products, programs, and outside relationships to help you customize an investment strategy unique to your clients’ needs, objectives, time horizon, and tolerance for risk.

Among the many specialized products we offer are:

  • Mutual Funds
  • Money Market Funds
  • Taxable
  • National and State Tax-Free
  • Brokerage Accounts
  • Retirement Products
  • Cash Management Accounts
  • Retirement Products
  • Tax Sheltered Annuities
  • Margin Accounts
  • IRAs
  • Retirement Plans
  • Life Insurance and Annuities
  • Direct Participation Plans

But that’s not all … we also offer

  • Investment Advisory Services
  • Trust Services
  • Personal Financial Planning Services
  • Retirement Planning
  • Distribution Planning
  • Third Party Advisory Programs
  • Training
  • Transition Support
  • Conference Calls
  • Dedicated Sales Support Desk