Investment Management

Our goal is to help you protect and grow what is most important to you and your family.

Our asset allocation and investment planning strategies seek to help you: 

  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Generate growth to outpace inflation
  • Minimize taxes

Flexible Investment Strategies

We offer Fee-Based Asset Management accounts for our clients that prefer to engage in an advisory relationship. We also provide access to brokerage account services for clients and accounts that would be best served in that type of environment. As independent advisors we offer flexibility in investment types to our clients therefore, providing personalized investment strategies to address their goals and objectives.

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

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
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Alternative investments*
  • Fee-Based Asset Management Accounts

*Alternative Investment Strategies includes managed futures vehicles, structured products, real estate investment trusts (REITs), 1031 real estate exchanges. No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal.