Investment Solutions

Mutual Funds

Today there are literally thousands of funds. They come in every sector, style and size. Because we are an independent Broker/Dealer, we are able to offer access to the vast majority of these investment options. Our clients hold fund shares in their own name, not in “street” or firm names. These include:

  • Money market funds
  • Government, municipal and corporate bond funds
  • Small to large capitalization growth funds
  • Global and country specific funds
  • Sector and specialty funds

Dividends and capital gains are reinvested without sales charges and clients receive statements directly from the fund.

Annuity and Insurance Products

Estate and tax planning in today’s environment typically involves the use of insurance products. In fact, we believe that insurance and investment planning have become so interconnected it often may make sense to have the same professional manage the interplay between both. We offer:

  • Long-term care programs to preserve assets
  • Cost-efficient term life insurance
  • Variable life insurance and survivorship plans for estate protection
  • Variable and fixed indexed annuities where investments grow tax-deferred

Our licensed insurance professionals write policies for fixed and fixed-indexed annuities, and universal, whole and term life insurance. We also offer variable life insurance policies that provide opportunities for the cash value portion of the policy to be directed into a wide array of subaccounts and offer access to various fixed, equity and bond market sectors.

Brokerage Accounts

K.W. Chambers & Co. has its transactions cleared on a fully disclosed basis through First Clearing¹. These include:

  • Cash and margin accounts
  • Cash management accounts
  • Self-directed IRA’s and SEP’s

Our Operations Department is staffed by dedicated professionals who provide experienced and responsive service using First Clearing’s state-of-the-art back office system.

Education Funding

We have the capability and expertise to provide analysis on College Savings options to enable you to determine approximate costs, as well as develop appropriate funding strategies. Education IRAs and Custodial accounts are available.

Retirement Plans

K.W. Chambers & Co. retirement planning expertise will give you the guidance you need to identify your specific retirement goals and develop a plan and strategy that seeks to help you achieve them. We offer virtually every type of qualified plan and provide analysis, selection, setup, and maintenance.

  • Traditional, Roth and Rollover IRA’s for individuals
  • SEP, Simple IRA, 401(k) and 403(b) for businesses and organizations

In addition, we help manage all aspects of your transition to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy.

Estate Planning

Proper estate planning is truly a gift to your family and other beneficiaries. The financial advisors at K.W. Chambers & Co. are dedicated to helping you develop a strategy designed to preserve a lifetime of accumulation and tax-efficiently distribute assets to your appropriate heirs at the appropriate time.

Registered Investment Advisory Services

K.W. Chambers & Co. is affiliated through common ownership with an SEC Registered Investment Advisor, Datatex Investment Services, Inc. We offer you the opportunity to have your funds managed on a constant and ongoing basis. Datatex manages variable annuities and mutual funds as well as individual equity and ETF portfolios on a fee basis. This includes risk management and asset allocation services.

This website content has been prepared for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Investing involves risk including the possible loss of principal. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. The accuracy and completeness of this information is not guaranteed and is subject to change. Since each investor’s situation is unique, you need to review your specific investment objectives, risk tolerance and liquidity needs with your financial professional(s) before a suitable investment strategy can be selected. Because K.W. Chambers & Co. does not provide tax or legal advice, individuals need to consult with their own tax and legal advisors before taking any action that may have tax or legal consequences.

¹First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.