Investment Services

 

Rodger S Kamuf Jr, the owner of  RK Asset Management, LLC, is an independent licensed financial advisor through Kovack Securities member FINRA, SIPC. Advisory services are offered through Kovack Advisors, Inc. Rodger S Kamuf Jr.  is not affiliated with Kovack Securities or Kovack Advisors. Securities license designation series 7, 63, 65, and 31. Rodger has been a regsitered representative since 1996 and advising clients ever since. Whether you are looking for a financial advisor to help navigate your company 401k plan or manage a personal portfolio for a secure retirement, RK Asset Management can help. Here are some of our services offered.

General Securities

Our brokerage services include access to all domestic and international stocks, US Government Securities, Corporate Bonds, Tax Free Municipal Bonds, Money Market Accounts, and Certificates of Deposits. Our portfolio brokerage accounts have unlimited check writing and debit card access from a competitive money market account. Brokerage account are cleared through National Financial Services, a Fidelity Investment company.

Mutual Funds

We offer an almost unlimited universe of mutual funds from which to choose. Systematic purchase plans can be established by directly debiting your personal checking account.

Retirement Services

Our Correspondent relationship with NFS allows us to offer you many different types of individual retirement accounts to help you plan for you retirement needs, including traditional IRA, SIMPLE IRA, Roth IRA and rollover IRA. In addition, we offer access to 401(k) products through many of the nations top providers and third part administrators.

Registered Investment Advisory Services-RIA (Fee Based)

As a fee based registered investment advisory affiliated with Kovack Advisers, RK Asset Management can design custom portfolio’s for use with your mutual funds, annuities, stocks and bonds. By providing a low annual fee for assets under management rather than charging traditional commissions, we will be able to help provide you with a cost effective solution to consistent professional money management.

529 College Plans

Comprehensive college planning services if offered to parents and family members who want to see their young ones succeed in higher education. We offer an array of mutual fund companies that are registered with individual states as approved 529 college planning investments.

Variable and Fixed Annuities

We offer variable annuity investments from all major insurance carriers. Educating investors on all aspects of the product is an important part of our process.