Today there are literally thousands of funds. They come in every sector, style and size. Because we are an independent Broker/Dealer, we can offer most of them. Our clients hold fund shares in their own name, not in "street" or firm names. Dividends and capital gains are reinvested without any sales charges. Our clients receive statements directly from the fund.

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

Estate and tax planning in today’s environment usually involves the use of Insurance products. Insurance and investment planning have become intertwined to a point where it makes sense, in many cases, to have the same professional handle both.

• Long-term care programs to preserve assets
• Inexpensive term life insurance purchased with a phone call
• Variable life insurance and survivorship plans for estate protection
• Variable annuities where investments grow "tax deferred"

K.W. Chambers & Co. has Clearing agreements with two major brokerage houses, through which we offer comprehensive brokerage services for you who desires to trade individual stocks, bonds and options.

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

K.W. Chambers & Co. offers virtually every type of qualified plan, and provides expertise in analysis, selection, setup, funding and maintenance.

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

Datatex Investment Services, a SEC Registered Investment Advisor offers you the opportunity to have your funds managed on a constant and ongoing basis. Investments that perform well today may not look so promising next month or next year. Conversely, those that under-perform today may be tomorrow’s leaders. Datatex provides risk management and asset allocation services on a fee-basis.

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