Investment Management

Every financial decision counts.

Especially when you’re raising a family, running a business, expecting or living retirement or confronted with an unexpected crisis. What you need is a group of professionals who specialize in you.

Our approach to investment management

Diversification and asset allocation strategies do not assure profit or protect against loss. However, here at Lighthouse, we’re proud of our multi-disciplined approach to investment management. It’s based on economic, quantitative and fundamental analysis to find value while actively monitoring portfolio risk. Our investment committee uses this approach to examine ideas mathematically and sensibly.

Economic Research These are some of the major factors we consider: consumer trends, countries with opportunities and credit market behavior.

Quantitative Research Our research team’s mathematical modeling determines asset allocations and a variety of investment strategies, and gives us market insight.

Fundamental Analysis We analyze companies, industries and business sectors for potential impact on portfolios.

We believe in smart strategies.

Our multifaceted approach helps investors gain, protect and spend wealth according to their goals.

Gain  Your goals to build wealth never end. Lighthouse helps clients invest according to their risk tolerance.

Protect We must remain vigilant to protect your wealth. Lighthouse recognizes that markets and life are active, so we as wealth managers must be active, too. We employ several risk-management techniques to help our clients potentially avoid catastrophic financial loss.

Spend There are reasons and seasons for spending. Lighthouse helps develop and monitor strategies so clients don’t run out of money before they run out of time.

We invite you to review our services:

Investment Management Retirement Planning Estate Planning Insurance Planning Eldercare Planning Charitable Planning