Overview by Sector Analysts/LPL Financial Services*
The financial services industry has under gone a historic and monumental change over the past year. Recognizing that massive advisor defections and migrations would confuse and frustrate clients, we decided to brand our practice with a unique moniker. The name SECTOR ANALYSTS came about from our investment philosophy and strategy. We believe in defining, analyzing and utilizing market fluctuations to our advantage. Frequent portfolio reviews allow us to implement this philosophy and ensure that our investment strategies align with changes in our clients goals.
We will continue to use LPL Financial Services as our Broker/Dealer and clearing House, as well as utilize their state-of-the-art technology services to deliver high quality investment management. In these economic times, it is imperative to expand our research and resources to provide comprehensive guidance to our clients. Therefore, we will use LPL research along with other independent resources to gather the opinions of analysts, portfolio managers and economists in order to formulate a comprehensive investment approach.
•Strategic Asset Management (SAM) – providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
•Retirement planning – to design an investment strategy to help you meet all of your retirement goals.
•Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed.
•College planning – long-term planning to ensure you’re ready when your children are ready.
•Corporate 401(k) and Retirement Plan – for small or mid-size businesses.
• Insurance – Life, Disability, Long Term-Care.
Patrick Hutchinson and John Tumolo are the LPL Financial Services Representative at our Trexlertown, PA office. They can be reached at (610) 481-3176. Consider calling them today for more information.
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*Securities and Insurance products offered through LPL Financial and its affiliates • Member FINRA/SIPC • Not NCUA Insured/No Credit Union Guarantee/May Lose Value
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Overview
