Our Services

To give you a better idea of how Bruce and Karen can help you, here is a summary of our financial services:

We can help you determine the appropriate asset allocation for your portfolio given your risk tolerance, goals, and investment time frame.



By looking at your current assets and desires for retirement, we can develop an investment program to help you attain the retirement goals and objectives you have set.

If you have children or grandchildren for whom you would like to provide a college education, we can assist you with developing a strategy and investment program, including cost projection of expenses, to make that possible.

Wealth Building Strategies


Retirement Income



College Funding


We feel that part of our job is to educate you on financial topics that are of importance to you.  That is why we send out quarterly newsletters, conduct seminars, call, and send e-mails.


We can offer assistance with current policies, conduct audits to determine if your policies are performing well, and offer new products for life, long-term care, or disability insurance.

We will meet with you periodically to review your portfolio's performance, discuss necessary changes, and answer any questions you may have.  Clients are also welcome to make additional appointments any time they have issues or concerns they would like to discuss.


Investment Portfolio



Insurance Audits

and Reviews


Financial Education


Retirement Plans



We can offer development and management of small-business employer-sponsored retirement plans such as SIMPLE and SEP IRAs. We schedule personal time with each employer and employee to design the plan according to individual businesses and situations.

Neither asset allocation nor diversification can ensure a profit or prevent a loss.



We can offer free education for your current employer-sponsored plans.


All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities offered through Securities America, Inc. (SAI), member                       Advisory services offered through Securities America, Inc. an SEC Registered Investment Advisor.  Registered Representatives of SAI may transact securities business in a particular state only if first registered, excluded, or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Brown & Associates Investment Services and Securities America, Inc. are separate and unrelated companies.

The information herein is being provided strictly as a courtesy.  When you link to any of the websites provided, you are leaving this site.  We make no representations as to the completeness or accuracy of the information provided at these sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, sites, information and programs made available through this site.  By clicking on the links above, you will leave our website and assume total responsibility and risk for your use of the sites to which you are linking.  Brown & Associates Investment Services is currently registered in the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IA, KS, MA, MD, MI, MN, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WI, & WV.