SUMA Securities LLC Expands Its Full Service Financial Market; Buckhead Financial Left Their Affiliated Broker/Dealer of ING Financial Partners to Join SUMA Securities.ATLANTA -- SUMA Securities, LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control today announced that it has expanded its full-service financial services platform by adding Buckhead Financial Group to its financial advisory division. Buckhead Financial and its registered representatives left their affiliated branch office of ING Financial Partners as of June 30th, 2004 to join SUMA's Southeast team. SUMA Securities, LLC, formally PARADIGM Securities, an Atlanta-based NASD NASD See: National Association of Securities Dealers NASD See National Association of Securities Dealers (NASD). member broker/dealer that has been servicing financial needs of qualified high net-worth and institutional investors for over 10 years in mortgages, insurance, investments, and group benefits. Buckhead Financial has specialized in mortgages, insurance, investments, and group benefits for over three years. Joining SUMA Securities' platform will enable Buckhead Financial to offer additional market exposure and financial services for its clients and will serve to complement SUMA's specialty of providing a full-array of traditional and alternative investment products and services. "SUMA Securities is very pleased to welcome the Buckhead Financial producer group to our family," said David M. Konits, managing principal and co-owner of SUMA Securities, LLC. "In today's volatile and unsure markets, high net-worth individuals, family offices, pension fund managers, and institutional clients are turning to advisors for unbiased financial solutions. SUMA's registered representatives are now able to offer the same financial services and products that are found at the larger institutional houses without having to deal with a public parent company or proprietary product sales pressure that can limit the investor." Tony Fountain, Director of financial services for Buckhead Financial, added "As the baby-boomer generation moves into retirement, SUMA Securities is now better positioned to truly meet the individual financial needs of these retirees during what will be the largest transference TRANSFERENCE, Scotch law. The name of an action by which a suit, which was pending at the time the parties died, is transferred from the deceased to his representatives, in the same condition in which it stood formerly. of wealth this nation has ever seen." SUMA Securities along with Buckhead Financial now offers: --Brokerage Accounts - Individual and business accounts including IRA's, pension's , 401k's and group benefits. --Wealth Management - Capital preservation, tax efficiency, asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. and estate planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death. Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the . --Insurance - Health, variable life, variable annuity Variable Annuity An insurance contract in which, at the end of the accumulation stage, the insurance company guarantees a minimum payment. The remaining income payments can vary depending on the performance of the managed portfolio. , long-term care long-term care (LTC), n the provision of medical, social, and personal care services on a recurring or continuing basis to persons with chronic physical or mental disorders. , disability insurance --General Securities and Fixed Income - Stocks, bonds, REIT's, mutual funds, and options, commodities, and futures. --Alternative Investments - Hedge funds, fund of funds Fund of Funds A mutual fund that invests in other mutual funds. Notes: For example, an investor would select a general risk profile and the fund-of-funds manager would pick underlying investments from a range of products managed by external managers. . --Comprehensive financial planning and analysis. |
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