Products & Services

 

MORE FLEXIBILITY TO HELP YOU REACH YOUR FINANCIAL GOALS.
Acumen’s financial professionals have the knowledge and the experience to understand your needs and help you reach your financial goals. We work with you one-on-one to find solutions that fit your specific investment goals and style. Every investor has a different situation, which is why we believe every investor needs a financial professional who can provide individual attention  and service. Our financial professionals fully utilize our robust investment platform in pursuing  investment opportunities on your behalf and our vast experience in helping you decide if a specific investment is right for you.

Products

MORE FINANCIAL CHOICES, TODAY AND TOMORROW.
Because we are not required to sell company products and have access to a wide array of financial products, we have total flexibility when working with you to map out the right investment
plan for any stage of your life. From stocks and bonds to complex insurance policies and more - we have quality products that can easily be integrated into your investment plan.  These products include:
          • Annuities
          • Money Markets and Brokered CD’s
          • Bonds (Corporate, Municipal, Government, etc.) 
          • Education Savings Accounts
          • Individual Retirement Accounts  
          • Mutual Funds
          • Stocks & Options
          • 401(k) & 403(b) Retirement Plans
          • REITs 

SERVICES

MORE WAYS TO KEEP UP WITH CHANGE.
The market around you changes quickly and so do your opportunities. Looking beyond the easy answers and "trend of the moment" advice, our financial professionals approach your objectives with a fresh
perspective.  To that end, your Acumen Investment Services professional can also offer you the
following full suite of investment services:
          • Portfolio Management
          • Insurance Services
                    ♦ Term/Universal Life and Group Health
                    ♦ Annuities
                    ♦ Long-Term Care
          • Retirement Planning
          • Education Planning/ College Saving
          • Estate Planning*
          • Income Distribution Planning
          • Wealth Management/ Fee-Based Planning

*Provided in conjunction with an estate planning attorney

Capital Markets

Through our partnership with Paulson Investment Company, Inc.'s corporate Capital Markets team, we are committed to providing value-added products and services through
client-driven solutions in the following areas: 
          • Investment Banking
          • Syndicate 
          • Institutional and Corporate Trading
          • Structured Products
          • Financial Products 

Investment Banking

Through our partnership with Paulson Investment Company, Inc.'s client-focused Investment Banking team we strive to meet the specific needs of our corporate clients by providing two specific types of services: Financial Facilitation Services and Financial
Advisory Services.

Financial Facilitation Services 
Paulson Investment Company, Inc.'s Financial Facilitation Services include acting as either agent or underwriter for private placements or public offerings of equity and/or debt securities.

Financial Advisory Services
Paulson Investment Company, Inc.'s Financial Advisory Services include strategic advisory assignments with respect to mergers and acquisitions, divestitures, corporate defense activities, restructurings and spin-offs. 

Small Business

MORE INSIGHT INTO THE ENTREPRENEURIAL SPIRIT.
There's great freedom in working for yourself, but with that autonomy comes great responsibility.
Acumen Investment Services was founded by true business entrepreneurs; therefore we appreciate and understand what it takes to operate a business, retain employees and stay competitive in an evolving marketplace.

Devising an investment plan is one of the most vital steps you can take in rewarding yourself and your employees for all your accomplishments. We will work with you to help develop the right combination of benefits including 401(k) plans, stock options and grant plans, profit sharing and deferred compensation plans. Key Man Insurance and employee pension plans are also among the wide array of business services available to our clients.