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Investment Philosophy

“We are committed to helping you grow, manage and preserve your wealth as you plan for retirement and prepare to build a lasting legacy.”
– Jon Skolnik

Our Investment Management Approach

Our goal is to help you grow, manage and protect what is most important to you and your family. We strive for a deep understanding of the fundamental aspects of the economy, financial markets and individual investments. Through our tactical and strategic approach to asset allocation and investment planning, we seek to develop strategies to help:

  • Meet your income needs over time 

  • Manage risk in line with your goals and time horizon

  • Optimize your portfolio to seek growth and strive to outpace inflation

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

We seek to create investment strategies tailored to your needs that may include model portfolios, separately managed accounts, mutual funds, variable annuity subaccounts, fixed income securities, alternative investment strategies*, exchange-traded products and other sophisticated investment strategies

In constructing your portfolio we seek to work with investment managers who:

  • Use technical analysis to monitor metrics such as price, momentum and volume - which help to reveal entry and exit points.

  • Employ strict buy and sell disciplines.

  • Closely monitor each portfolio and adjust the allocation mix as the market cycle evolves.

  • Monitor market trends and adjust allocations accordingly, to more effectively manage risk and help protect against extreme market volatility.

Contact Us today to learn more about strategies that seek to protect and grow a lifetime of assets.

* Alternative Investment Strategies include hedge fund strategies, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), and others.

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.  

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