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Investment Strategies

How We Work

"Make your money work so hard for you, that you do not have to work it" - Napolean Hill.

Our overall strategy begins with a careful understanding of your financial goals and objectives and an assessment of your risk tolerance. We then design a comprehensive and individualized strategic wealth mapping tool that analyzes your investment or retirement situation.

There's more to asset management than picking and choosing stocks, bonds and mutual funds. Effective asset management is an ongoing, adaptable, hands-on process that ensures every investment decision is in line with your risk tolerance and financial aspirations. Whether you're planning for retirement, needing an income stream from your investments or investing for a child or grandchild's education, you want a professional that understands your family's needs and cares enough about your goals to help you achieve them.

Lastly, we get compensated by the firms who "you choose" when and only when we find a good fit for you! That means less of your hard earned dollars going to excessive fee based accounts, which corresponds to more of your money working for you!

Investment Philosophy: "Do not put all eggs in one basket." - Warren Buffett

We strive to take the complexities of investing and turn them into simple, quality strategies.

We do this by:

Managing and mitigating risk in a portfolio

  • Protecting the assets you already have is just as important as providing positive returns. We believe in being proactive in our client's portfolios and taking defensive positions during volatile market and economic times.

Minimizing the impact of taxes and fees*

  • We take tax implications into consideration while designing a program to fit your needs.
  • Using investments that focus on lower expense ratios, allowing our clients to keep more of what they earn.

Gathering multiple economic and investment perspectives

  • We use a mix of internal and external resources to provide us with timely and pertinent information regarding ever-changing market and economic conditions.

*Neither Integrity Financial or Lion Street Financial, LLC offer tax advice. It is recommended that you consult your tax advisor or accountant before investing.

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