Investments
Donor Advised Fund
Many people have causes that are near and dear to their hearts, and there’s not a charity on earth that doesn’t benefit from monetary contributions.
Understanding the investment market of today can be daunting to say the least. It’s far more complicated than in years past when there were much fewer choices for investment. Today, markets are global and segmented into seemingly endless categories, making it that much more difficult to choose the path that’s best for your bottom line. A trusted, experienced partner to help navigate the wilds of the investment world can make all the difference. That’s where Miser Wealth Partners, LLC comes in.
Today’s modern age of investing requires certain skills. With so many new things that can impact the market, our experts stay ahead of trends and risks to help our clients reach their financial goals.
Not only have we formed personal relationships with some of the world’s leading investment banks, such as Goldman Sachs, JP Morgan, Citi, and Barclays Bank, but we’re also not tethered to any kind of doctrine issued by investment firms to further hidden agendas. We understand that these investments represent a lifetime of savings and hard work for many of our clients, and that’s not at all something we take lightly.
Whether it’s a two-year investment, 30-year investment, or anything in between, we make it a point to follow the mission of the money…meaning your personal goals for your finances. We have access to the right analysts, leadership, and research to focus on managing your money and making sure you get the most from your investments. That’s the Miser Difference.
Let’s have a discussion and formulate an investment plan tailored just for you.
Many people have causes that are near and dear to their hearts, and there’s not a charity on earth that doesn’t benefit from monetary contributions.
Leveraged index exchange traded funds (ETF) can offer the potential for bigger gains compared to regular ETFs, but they can come with the risk for
Since being introduced in the early 1990s, exchange traded funds (ETFs) have gained popularity with investors who desire an alternative to mutual funds. ETFs offer
If you’ve been considering obtaining stake in a company, then an equity investment may offer an appropriate option for you. Understanding how equity investments work
Alternative real estate investments can serve as an important part of an investor’s portfolio, offering diversification while potentially decreasing overall portfolio risk. Private placement opportunities
In the past, Real Estate Investment Trusts (REITs) provided opportunities exclusive to very wealthy investors and banks. Today, REITs allow virtually anyone to invest in
Delaware Statutory Trusts (DSTs) have become an increasingly popular option for investors in search of new real estate investment opportunities. Many sellers are utilizing this
Dividend-paying equities, or dividend stocks, can offer an attractive income supplement option and improve portfolio growth potential for many investors at any stage. If you’re
When investing, it’s important to consider all the options at your disposal. Market-linked growth notes offer a different class of investment that can be a
If you wish to generate income by investing in bonds while also enjoying the safety of not putting all your eggs in one basket, you
Whether it’s declining interest rates, elevated market volatility, or a combination of both, investors may be wondering how they can grow their portfolios without putting
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Scheduling an appointment with Derek Miser and Sam Tutko is easy. Simply click on their respective photo below and you can quickly schedule a discovery call. OR, simply call (865) 281-1616 to schedule a meeting with Derek, Sam, Charlie Kite or Jeanne Miser.
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212 Village Square
Loudon, TN 37774 US
12802 Kingston Pike, Ste 102
Knoxville, TN 37934 US
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