Over the last 20 years we have developed 5 basic models that follow our
investment discipline. Once we have determined your risk tolerance,
together with you, we select the model that best fits your profile.
Because each client’s situation is unique, we take into consideration
issues such as taxes, liquidity and distribution needs to create a “one
of a kind” individualized portfolio.
Investment Models
We will not recommend an investment strategy, let alone individual investments, until we have prepared a detailed financial analysis of your current financial situation. Once we have prepared a detailed financial analysis, we will recommend an investment portfolio that is structured and managed using proven, conservative, tax- and inflation-sensitive investment strategies. The investment strategies we recommend will be directly influenced by your independent financial goal, as well as the planning stage that you are in – working, pre-retirement, or retirement.
Lighthouse Financial Advisors offers you a logical and disciplined investment approach. We utilize time-tested, methods when it comes to managing your money We perform extensive research as to how to structure investment portfolios. Emphasis is placed on developing portfolios that have historically achieved high returns, but with lower-than-normal risk.
We will not recommend an investment strategy, let alone individual investments, until we have prepared a detailed financial analysis of your current financial situation. Once we have prepared a detailed financial analysis, we will recommend an investment portfolio that is structured and managed using proven, conservative, tax- and inflation-sensitive investment strategies. The investment strategies we recommend will be directly influenced by your independent financial goal, as well as the planning stage that you are in – working, pre-retirement, or retirement.
Lighthouse Financial Advisors offers you a logical and disciplined investment approach. We utilize time-tested, methods when it comes to managing your money We perform extensive research as to how to structure investment portfolios. Emphasis is placed on developing portfolios that have historically achieved high returns, but with lower-than-normal risk.