| A pooled investment vehicle that offers professional management, diversification, and liquidity. | Exchange-Traded Funds (ETFs) | An investment vehicle that can provide the portfolio diversification of mutual funds with the trading flexibility of stocks. |
Fortuna by MML Investors Services | A digital investment platform providing automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor. |
Unit Investment Trusts (UIT) | An investment vehicle comprised of a fixed portfolio of securities that are sold via units consisting of an interest in that portfolio. |
| Tax-advantaged savings plans operated by a state to pay for college expenses. 529 plans may be structured as a pre-paid tuition plan or as a college savings program. |
Individual Retirement Accounts (IRA) | Traditional and Roth IRAs are available, offering different tax advantages. Investors may select from a range of investment choices. |