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Investment Management



You’ve made investments your whole life. Work with us to help make the most of them.

Our advisors have decades of experience creating and managing investment portfolios for our clients.  The process starts with identifying your financial goals and determining what may be required to reach them.  This process involves taking into account the obstacles and risks that may apply in your particular situation.

Next we will perform a professional assessment of your risk tolerance (preference for risk) and risk capacity (ability to assume risk).  Often this involves the use of sophisticated technology such as Nitrogen Wealth to not only assess your risk tolerance, but also to determine the actual level of risk in your current portfolio and help to determine what changes may be required to align your portfolio with your risk tolerance.

With direct access to our own LPL Research, we will then formulate an asset allocation strategy and advise you about securities that fit your portfolio as per your risk tolerance, investment horizon, and financial goals.  Depending on your situation, your advisor may design a custom portfolio for you in-house or may recommend a professional third-party portfolio manager to provide investment recommendations and support, such as which securities to select, the expense ratio of investments, documentation required, etc. In either case, we will also monitor your portfolio and suggest changes over time to help you pursue your goals.  Our portfolio managers can also advise on market trends and volatility, as well as monitor and handle your investment portfolio end-to-end.

We will help you select, create, and manage a portfolio of stocks, bonds, mutual funds, exchange-traded funds (ETFs), or other alternative investments to help ensure you meet your financial goals. Your portfolio manager can also take on day-to-day trading decisions regarding your portfolio and rebalancing the account to keep it aligned with your allocation model.

It should be noted that, through LPL, we bring to the table thousands of investment options from some of the leading investment firms in the country, with no proprietary investment products.  Your portfolio will be built with what your advisor believes is the appropriate fit for you, not some exclusive, overpriced product being pushed on the firm's clients.

Navigating Market Uncertainty

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