Our Services

 

Buchanan & Co., Inc. is a full service provider of financial products and asset management services.

 

As a Registered Investment Advisor we offer:

  • The Global Total Return Portfolio (U.S. patent pending)
  • Custom Retirement Plan Management (including custom 401(k)'s)
  • Fee only asset mangement
  • Custom asset allocation models
  • ModelFolio's using pre-determined world class asset managers
  • Diversified Multi-Strategy Portfolio's
  • Tax Managed Strategies
  • Third Party Managers
  • Technical Analysis Strategies

 

We provide transactional services for the purchase and sale of securities such as:

  • Common Stocks and Preferred Stocks
  • Listed Options securities
  • Treasury notes and bonds, including TIPS, Strips, and Zero Coupon bonds 
  • Agencies (i.e. GNMA, FNMA, FHLMC, Step-Up coupons, Strips)
  • Corporate bonds including Convertable and Preferred bonds, High Yield Bonds, Structured Notes,
  • Municipal bonds including Taxable and Tax Free bonds, Zero Coupon bonds
  • Certificates of Deposit (CD's) in both primary and secondary markets
  • International Bonds including Global Bonds, Yankee bonds, High Yield bonds, etc.
  • Mutual Funds including Load Funds and No-Load Funds, closed end and open end
  • Exchange Traded Funds (ETF's)
  • Unit Investment Trust's (UIT's)
     

Alternative Investments including:

  • Non-Traded REIT's
  • Funds of Hedge Funds
  • Managed Futures
  • Equipment Leasing
  • Private Equity
  • Structured Products
  • Concentrated Equity

 

We offer a full range of insurance related products such as:

  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Life Insurance
  • Term Life Insurance
  • Wildfire Insurance
  • Yacht Insurance
  • Automobile Insurance
  • Fine Art Insurance
  • Jewelry Insurance
  • Wine Collection Insurance
  • Flood Insurance
  • Hurricane Insurance
  • Identity Recovery
  • Inovative Insurance Services
  • Fixed Annuities
  • Variable Annuities
  • Equity Index Annuities


Banking Services include:

  • Checking Accounts
  • Savings Accounts
  • Residential Mortgages
  • Asset Aggregation
  • Liability Management
  • Web Access
     

Retirement Plans Including:

  • Traditional IRA's
  • Simple IRA's
  • Roth IRA's
  • Rollover IRA's
  • SEP IRA's
  • Individual 401(k) Plans
  • Education Savings Accounts
  • 529 Plans
  • Branded (bundled) 401(k) Plans
  • Custom (unbundled) 401(k) Plans
  • 403(b) Plans
  • 457 Plans
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Safe Harbor Plans
     

Trust Services including:

  • Corporate Trustee Accounts
  • Individual Trustee Accounts
  • Asset Protection Trusts
  • Individual Retirement Trusts
  • Revocable Trusts
  • Irrivocable Trusts
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts (ILITs)
  • Restricted Management Accounts (RMAs)
  • Dynasty Trusts Irrevocable Trusts
  • Special Needs Trusts