True Portfolio Customization

At LIG, each client’s needs and investment goals are taken into consideration when we develop your portfolio. We take into account your time horizon, and investment objectives to make sure your first steps are moving you in the right direction. With a clear understanding of your goals, you’ll be more comfortable with your investment plan.

Portfolio Flexibility

Many times, a portfolio manager will only have one style of investing. It could be value or growth, it could even be a particular size of company like small cap or large cap. We focus on finding strength wherever it lies because we believe one investment style will not always outperform others. We’re able to make the necessary adjustments when needed.

Managing Investment Risk

Our in-house strategies strive to help manage downside portfolio risk. By adhering to strict rules-based strategies, we attempt to help clients preserve wealth. There will be times we overweight other investment vehicles, such as cash or bonds to counteract falling stock prices. By doing so, we attempt to ease the effects of severe market drops.

Simple Fee Structure

What you pay someone to manage your money should be easy to see and understand. At LIG, we don’t earn commissions on trades and we don’t sell proprietary products. Instead, you pay a fee based on the size of your portfolio. This aligns our interests with yours and makes sure that our success is tied to your success.