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Investment Management

Invest with Confidence, No Matter the Market

At Laurus Financial Group, LLC, we take tactical approaches to investment management that seek to better position growth when the market is rising, and preserve your assets when the market is falling. Our proactive, hands-on strategy helps us to reduce risk and better position growth when the time is right, while staying aligned with your goals, overall risk tolerance, and time horizon.

No matter how the market changes, you can feel confident our investment managers are working to keep your portfolio growing and keep you on track with your financial goals.

Skilled, Independent Wealth Advisors

Skilled, Independent Wealth Advisors

As independent advisors who uphold a fiduciary standard, we have access to a full array of financial products and services to help us strategically allocate, diversify, and manage your portfolio. In simpler terms, this means we are not required to invest in specific investment products, and can, therefore, select from a wide range of investment options to work towards a customized portfolio that addresses your unique needs. Our investment recommendations may include:

  • Cash and money market funds
  • Municipal, treasury, and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Alternative investments

Long-Term Care Insurance

While no strategy guarantees a profit or complete protection against loss, when you work with Laurus Financial Group, LLC, you can feel confident our investment advisors have your best interests in mind.

Contact us today to learn how our advisors can help build an investment portfolio that will drive you towards your financial goals.

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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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