At October Wealth Advisors, it is our mission to provide our clients with the investment advice they need to achieve their financial goals.
We manage several different types of accounts including:
- Retirement Accounts (IRAs)
- Individual Accounts
- Educational Accounts
- Foundation Endowment Funds
- Educational Endowment Funds
We offer comprehensive portfolio management services that are tailored to the financial needs of each client.
We specialize in the following areas of portfolio management:
- Common Stocks
- Preferred Stocks
- Equity ETFs (Exchange Traded Funds)
- Equity Mutual Funds
- Fixed Income
- Municipal Bonds
- Corporate Bonds
- Fixed Income ETFs (Exchange Traded Funds)
- Fixed Income Mutual Funds
Whether you are just starting to save, are nearing retirement, or have just retired, we can help develop and manage a portfolio that is right for you!