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Investment Management

Our goal is to help you preserve what is most important to you and your family. We work with you to help create an investment portfolio customized to address your short-and long-term income needs and personal aspirations, utilizing a broad range of investment managers and strategies to help you pursue your goals.

Our investment strategies seek to capture growth when the market is rising and help preserve capital when the market is falling.

  • We strive for a deep understanding of the fundamental aspects of the economy, markets and instruments in which we invest.
  • Using technical analysis, we monitor metrics such as price, momentum and volume - which help to reveal entry and exit points.
  • Our strict buy and sell discipline helps remove the emotion from financial decision-making which can undermine investors’ goals.
  • We closely monitor each portfolio and seek to adjust your allocation mix as the market cycle evolves.
  • By monitoring market trends and adjusting your allocation accordingly, we can more effectively manage risk as a result of market volatility.

An Emphasis On Due Diligence

LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of top industry talent to select among in constructing your portfolio. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry portfolio managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

We have access to a full array of non-proprietary financial products and services, including:

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Alternative investments

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

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