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Investment Solutions

Discretionary Portfolio Management

Discretionary investment management alleviates the worry over day-to-day decision making and provides simplicity for our clients.


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Annuities

At Monocot Wealth Management we believe that especially variable annuities can be an effective way for certain clients to have equity exposure with a safety net in the form of a guarantee by the insurance company.


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Real Estate Investment Trust (REIT)

Learn how REITs can provide opportunities to purchase a portfolio of properties that typical investors might not otherwise be able to purchase individually.


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