Achieving satisfying results in financial management requires experience, skill and the ability to know which strategies are appropriate in each situation and how they can best be implemented.
Investment Management
Today’s investment climate is infinitely more complex than it was even a few years ago. In this increasingly connected and complex world economy, sound investment strategy requires a thorough knowledge and understanding of the financial, political and market environment of each investment option to assess risk.
More importantly, the right investment strategy for you requires a deep understanding of your needs and goals, and expectations. Through our comprehensive planning process we take the time to get to know you before recommending investment strategies. That allows us to finely tailor your strategy to your needs.
Importance of Asset Allocation
In designing your portfolio, two primary considerations are your time horizon and your risk tolerance. In general, the longer your time horizon, the more aggressive (i.e., more equity exposure) the portfolio can be. This is because the greater the time period, the more likely equities will return their historical averages over time.* While no single investment approach can guarantee success or eliminate risk, asset allocation can help temper the ups and downs of market performance.
As independent advisors, 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:
Portfolio Rebalancing
Portfolio rebalancing is a major factor in maintaining a well-diversified investment portfolio that keeps pace with an ever-changing environment. We believe it is imperative to rebalance portfolios on a regular basis to ensure you remain on track toward your goals as market conditions and your circumstances or priorities change over time.
Tax-efficient Investment Strategies
Nearly all financial decisions have tax ramifications. Our team of experienced professionals seeks to maximize tax-efficient strategies in line with achieving your overall financial goals.
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.
Contact Us today to learn more about strategies that seek to protect and grow a lifetime of assets.
*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.
**Alternative Investment Strategies include hedge fund strategies, managed futures vehicles, structured products, and real estate investment trusts (REITs).
More importantly, the right investment strategy for you requires a deep understanding of your needs and goals, and expectations. Through our comprehensive planning process we take the time to get to know you before recommending investment strategies. That allows us to finely tailor your strategy to your needs.
Importance of Asset Allocation
In designing your portfolio, two primary considerations are your time horizon and your risk tolerance. In general, the longer your time horizon, the more aggressive (i.e., more equity exposure) the portfolio can be. This is because the greater the time period, the more likely equities will return their historical averages over time.* While no single investment approach can guarantee success or eliminate risk, asset allocation can help temper the ups and downs of market performance.
As independent advisors, 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 funds
- Municipal, treasury and corporate bonds
- Fixed and variable annuities
- Strategic Wealth Management (SWM)
- Domestic and international mutual funds
- Mutual funds
- Exchange Traded Funds (ETFs)
- Model Wealth Portfolios (MWP)
- Alternative investments**
Portfolio Rebalancing
Portfolio rebalancing is a major factor in maintaining a well-diversified investment portfolio that keeps pace with an ever-changing environment. We believe it is imperative to rebalance portfolios on a regular basis to ensure you remain on track toward your goals as market conditions and your circumstances or priorities change over time.
Tax-efficient Investment Strategies
Nearly all financial decisions have tax ramifications. Our team of experienced professionals seeks to maximize tax-efficient strategies in line with achieving your overall financial goals.
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.
Contact Us today to learn more about strategies that seek to protect and grow a lifetime of assets.
*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.
**Alternative Investment Strategies include hedge fund strategies, managed futures vehicles, structured products, and real estate investment trusts (REITs).