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LMK Wealth Management - Our Objective |
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Submitted by Amie Snyder
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Our objective is to create and maintain wealth for affluent individuals and their families. LMK Wealth Management develops relationships based on confidence and trust. We understand the importance of understanding an individual’s goals and risk tolerance; from there we begin to design an investment plan that is suitable.
The flow chart depicts a continuous cycle of discussing, planning and the re-evaluating of a clients portfolio. The management process is implemented and then adjusted for each individual person based of life changes. This truly individualized management style includes individual equities and fixed income investments and does not include typical Wall Street products.
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LinkedIn Recommendation:
 Martin Connell - President at Coupons for the Hungry, LLC - Teo has an amazing grasp for technology and social media. I believe he could build just about anything when it comes to programming data information and integration systems. Some of his recent programs and systems are truly groundbreaking. It is just a matter of time before his name is going to be uttered in the same breath as Google and Microsoft. Keep up the hard work Teo! - December 15, 2009, Martin was a consultant or contractor to Teo at Net-Teams, Inc. |
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