We access client portfolios on regular basis and we manage overall risk to investment portfolios by actively buying and selling individual stocks, ETFs and other securities. Our active management strategy helps clients align their investment objectives with an appropriate level of risk. Fiduciary ~ To serve the client interests above everything else.
We are held to a higher standard called "Fiduciary", which means we put client interests ahead of our own. It is the highest legal and ethical standard under US law, meaning we are legally bound to look out for the client's best interests. Other investment professionals and brokers are held to a different standard called "suitability".
We are held to a higher standard called "Fiduciary", which means we put client interests ahead of our own. It is the highest legal and ethical standard under US law, meaning we are legally bound to look out for the client's best interests. Other investment professionals and brokers are held to a different standard called "suitability".
Services
Client Experience
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The investment consultation is the first meeting between our investment advisor and you. This is not a sales meeting and we aren't trying to sell any product or our services. The meeting is no catch and no obligation. And the purpose of our meeting is to gather information and learn more about your financial situation.
Investment Strategy
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We look at valuation multiples, profitability/liquidity and long term solvency ratios. We search for companies that have consistent free cash flow generation, so the company has capital to reinvest in operations for future growth. On occasion, we build discounted cash flow models to analyze a prospective business and see what the 5-10 year outlook is for a company.
Lockheed Martin 401K
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If you are a Lockheed Martin Employee hired after 2007, your retirement plan is called a defined contribution plan and its record keeper is Empower Retirement. Empower Retirement is the new record keeper, taking over for Voya at the beginning of 2019. The transition to Empower was smooth and many of the retirement plan features are the same, just a different log in interface on the Empower website.
Fiduciary
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To serve the client interests above everything else. We are held to a higher standard called "Fiduciary", which means we put client interests ahead of our own. It is the highest legal and ethical standard under US law, meaning we are legally bound to look out for the clients' best interests. A Fiduciary can be a family member administering a trust, a for-fee investment professional or another professional services individual such as lawyer.
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