HISTORY

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Lighthouse Investment Group, Inc., provides comprehensive financial planning and exceptional client service to individuals, business owners, and professional athletes who are serious about pursuing and preserving wealth and seeking their financial goals throughout their lifetimes. Our primary objective is to develop comprehensive financial strategies that assist our clients in properly positioning their investment assets to successfully target their financial goals with minimal risk. As an independent firm affiliated with Commonwealth Financial Network®, we offer the benefits of independence.

We employ a disciplined asset allocation investment strategy, one designed to prudently accumulate wealth while limiting risk. We help you identify your personal investment criteria, including specific needs, financial goals, and risk tolerance, as we design your personal portfolio. The asset allocation mix is implemented using a variety of investment vehicles. Lighthouse Investment Group, Inc., has chosen our primary investment instruments to provide investors with timing, market experience, asset management resources, and the ability to diversify investments among many corporations worldwide.

We strongly believe that a well-diversified portfolio enables your money to make money. We do not attempt to time the stock market. Time in the market is far more important than timing the market. We monitor your portfolio to ensure that your assets remain invested in a manner consistent with your criteria. We work closely with your other advisors (primarily legal and tax advisors), or we can refer you to our professionals if you need to develop those relationships.

Our clients receive transaction confirmations, performance reports, quarterly statements, portfolio updates, and year-end tax reports. Of course, we are only a telephone call away to answer your questions.

Diversification and asset allocation programs do not assure a profit or protect against loss in declining markets, and cannot guarantee that any objective or goal will be achieved.