Broker Check

Downers Grove (Formerly Lombard)

1431 Opus Place,

Suite 200
Downers Grove, IL 60515

Accumulation & Wealth Management

Wealth may be defined as the ability to do what you want when you want to. Our focus on wealth management is to separate your portfolio into time segments. We then use investment platforms that are tailored to meet your individual time horizon and risk tolerance. Our fee-based disciplined wealth management strategies concentrate on diversification and asset allocation as the keys to growth and risk management. The primary investment platforms that we utilize are called Portfolio Advisory Services offered through Cetera Investment Advisers LLC and Genworth Financial Wealth Management. Following is a brief description of these platforms.

Genworth Financial Wealth Management's investment program’s basic concept is that passive and active strategies may provide different results in different market environments. The concept is referred to as "sailing and rowing" strategies. Genworth Financial Wealth Management incorporates various institutional quality investment management and investment management firms on their platform.

Studies have shown that emotional reactions to the stock market's ups and downs negatively impact investors' overall returns.*

Portfolio Advisory Services is a disciplined program that minimizes the emotional side of investing and attempts to capture market returns. The program uses a unique philosophy derived from Nobel Prize-winning concepts and invests in low-cost, efficient investment vehicles.

We invite you to watch this short video to learn more about Portfolio Advisory Services and the advantages of investing in this strategic, long-term investment platform.

To view the Portfolio Advisory Services One-Page Overview Flyer, click here .

To access the Cetera Investment Advisers Form ADV Part 2A, click here .

*Source: Dalbar Quantitative Analysis of Investor Behavior - 12/31/2010. Past performance does not indicate future results. Indexes are not available for direct investing.