LBG Advisors Asset Management Services

The LBG Advisors asset management division works with high net worth individuals to help achieve their investment goals and objectives.  Our approach incorporates a variety of strategies designed to help meet our clients needs. 

Process:

The first step of our process is to understand our clients situation.  Initially we will meet with our clients and ask key questions with the goal of understanding their entire financial situation. As part of this initial meeting, we strive to understand their history, their present situation, and their desired future.  This part of the process also includes learning their risk tolerances, investment history, risk picture, and desired outcomes.

The second step of our process is to break down the investors current strategy for wealth creation, preservation, and risk management.  This is done using a variety of software tools, and back office support.

The third step of our process is to present our ideas/solutions to the client; then work with them to adjust, or enhance the initial recommendation.   We are uniquely positioned as a member of National Financial Partners (NYSE: NFP) to employ a vast array of products and services for our clients. This is done with the goal of diversifying the client, giving them access to both basic and sophisticated strategies not available from other firms. 

Our process doesn't stop at this point.  We regularly meet with our clients to update the strategy and help our clients adjust to changes in life.

Please contact Evan Kirkpatrick for more information regarding our Asset Managment Services: