History

Independent advice, disciplined strategy, and exceptional client service.

Lighthouse Investment Group, Inc. provides comprehensive financial planning to individuals, businesses, nonprofit organizations, and professional athletes who are serious about pursuing and preserving wealth throughout their lifetimes.

As an independent firm affiliated with LPL Financial, we offer the benefits of independence. Our primary objective is to develop comprehensive strategies that assist clients in properly positioning their investment assets to target their goals while carefully managing risk.

We employ a disciplined asset allocation strategy designed to prudently accumulate wealth while limiting risk. We help identify your needs, financial goals, and risk tolerance as we design your personal portfolio.

We believe a well-diversified portfolio enables your money to work for you. We do not attempt to time the stock market: time in the market is far more important than timing the market.

Clients receive transaction confirmations, performance reports, quarterly statements, portfolio updates, and year-end tax reports. Of course, we are always just a telephone call away.

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.