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Investment Management

Strategies for Preservation & Growth

Change takes place at an accelerated rate in today’s fast-paced global economy. The financial markets have become increasingly volatile due to the overwhelming number of individual and institutional traders, computer programs that trade in seconds instead of minutes, ever-changing economic data, and international and political influences, among other factors. The result is greater complexity than ever before.

At Laurus Financial Group, we take a tactical approach to asset allocation and investment management as we seek to preserve your investment assets. Our strategies seek to capture growth when the market is rising and help preserve capital when the market is falling. Tactical allocation may involve more frequent buying and selling of assets and will tend to general higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

Cushioning against the downside is critical to preserving your wealth

A tactical approach to asset allocation and investment management considers price trends and other important market and economic indicators in determining when to participate in the market or a specific asset class, and when to get out of the market or asset class. When your assets are out of the market or asset class, your cash is held in a cash account.

An Emphasis on Due Diligence

LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe among the top industry talent to select among in constructing your portfolio. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that 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*

Contact Us today to learn more about strategies that seek to preserve and offer growth potential for a lifetime of assets.

*Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.