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  3. Investment Management

Investment Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

Why Investment Management Is Important

Individuals and families depend on the assets they accumulate over the years, being able to sustain them later in life – in retirement or in the event of an unforeseen need. However, not everyone has the time to monitor and manage those assets. And even if you do have the time, you might not have the skills and patience to do so. In not managing your assets diligently over your accumulation phase, you could leave them exposed to erosion, destruction or depletion. The result: You might not have those assets (or a significant portion of them) in times of need.

What We Can Do For You

Our Investment Management Services:

Determining your objectives: Not everyone has the same, or similar, financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets.

Helping you choose your optimal asset mix: There are literally hundreds of asset-types that you can invest in, and as many ways to do so! Depending on your goals for asset use, we’ll help you choose the right asset mix that will most efficiently/effectively accomplish those goals.

Assisting you create a strategic asset allocation plan (SAAP) and tactical asset allocation plan (TAAP): Successful investing is all about successful planning. We’ll help create both long-term (strategic) and short-term (tactical) asset allocation and management plans in line with the recommended asset mix.

Building your portfolio: Today, thanks to DIY-investing, anyone can create a discount brokerage account and start buying assets and including them into a portfolio. However, that’s not the most efficient or effective way to create log-term wealth. Using the allocation mix agreed upon, we’ll build a results-focused portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, Alternate investments) to help get you to your financial objectives.

Managing and monitoring the portfolio: Unless you have the time and patience to dedicate to portfolio management, it can’t be done effectively. We know you have other things to do – such as living your life, so we’ll watch over the portfolio for you, helping to ensure it never strays from delivering the objectives you desire.

Measuring Performance: We track the performance of your investments under our care, and constantly measure how they are performing against industry recognized benchmarks.

Managing Risk: Our Investment Management strategy includes appropriate risk mitigation as part of this service. Where there are new risks to the portfolio, we’ll consult with you and propose timely and appropriate actions to help manage and mitigate them.

Reviewing, reporting, recommending changes and revisions to the strategy: Our Investment Management service is based on constant and open communication and collaboration with our clients. Through regularly scheduled reporting and conversations, we ensure that your investment management plans are continually reviewed, revised and updated to meet your changing circumstances.

Services

  • Strategies for Executives
  • Strategies for Business Owners
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • 12 Common Financial Mistakes
  • Form ADV Part 2

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Contact info

  •   15851 Dallas Parkway, Suite 400, Addison, Texas 75001
  •   972-789-1201
  •   jeff.sandene@lpl.com

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Florida, Kansas, Minnesota, Missouri, Oklahoma, South Carolina, Texas, Utah

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