 |
LMK Wealth Management - Our Objective |
|
|
Submitted by Amie Snyder
| RSS Feed
| Add Comment
| Bookmark Me!
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.
|
|
|
|
|
LinkedIn Recommendation:
 Scott Dunn - Helping Clients Create Brands and Communications that Build Know, Like and Trust with Their Target Market. - Teo is a true professional. He is very detailed driven and has the ability to provide solutions to problems when others have given up. He knows the value of research and if he does not know an answer, he will do the research to find it. - February 11, 2008, Scott was with another company when working with Teo at Net-Teams, Inc.
|
|
Featured [LMKWealth] Articles:
|
|
