Investment Management

Offered through LPL Financial

When we structure your portfolio, we can offer you a broad range of investments that are noteworthy.

Out-of-the-box portfolio design

With an eye to managing volatility, we combine a wide variety of asset classes into a custom portfolio that may include:

• Fee-based accounts such as Strategic Asset Management & Model Wealth Portfolio funds
• Variable annuities, if appropriate
• “Out of the box” assets that may be of particular interest to a client, such as:
  • Real estate investments, including multifamily REITs and Business Development Company funds
  • Infrastructure stocks & Master Limited Partnerships

We pride ourselves on the innovative portfolio designs we develop for our clients. Contact us for a private consultation to discuss your investment interests.

*The above investments involve special risks and may not be suitable for all investors.