Types of Accounts
Belvedere Group serves a diverse base of clients. They all share a common attribute which is desiring long-term capital appreciation with little need for current income. Client categories are as follows:
- Personal
- Joint/Individual Portfolios
- Joint/Individual Retirement Accounts (IRA)
- IRA Rollovers
- Keogh Accounts
- Trusts
- Institutional
- Corporate Pension, Profit Sharing and 401(k) Plans
- Public Employee Retirement Plans
- Foundations