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Investment Management

Our goal is to help you preserve and protect what is most important to you and your family. We employ our dynamic total wealth management approach to address your unique financial needs and objectives. Through our comprehensive investment planning process we seek to determine the optimal approach to managing your assets.

As an independent investment consulting firm, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:

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

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 separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

*Alternative Investment Strategies include managed futures vehicles, structured products, real estate investment trusts (REITs), and oil and gas partnerships.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Tactical allocation may involve more frequent buying and selling of assets and will tend to general higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.