Bull or bear, we aim to get you there.
Our company is committed to targeting the long-term financial condition of our clients through developing a detailed financial road map and establishing a long-term relationship.
We assess needs, explore goals, create strategies, and solve problems through careful investment selection and through detailed monitoring of results. Our goal is to earn our clients' trust by working with the highest integrity and by going above and beyond to provide exceptional, personalized service that creates client security. We pride ourselves on building long-term relationships with our clients, so that we are able to work together as a financial team. It is the personal relationships and trust that we develop that make our work so personally satisfying.
At Lighthouse Investment Group, Inc., we are truly an independent financial investment firm, so you can be sure that your best interests are our interest. We work exclusively for you—not for a brokerage house, not for an insurance agency, and not for a bank. Our portfolio selections are based solely upon your needs, driven solely by your goals, and determined by an in-depth analysis of each investment vehicle's ability to help you pursue your goals.
As an added value to our services, we have established professional alliances with an estate planning attorney and with a certified public accountant. We call it our "three-tiered approach" to financial planning. This allows us to coordinate your investments, keeping in mind tax management and legal issues. By no means are our clients locked in to using our professionals. We simply offer this as an added benefit to our clients.