(*) Asset Allocation does not guarantee a profit or protect against a loss in a declining market.  It is a method used to help manage investment risk.  

What you can expect, every time:

​Federal and state regulations prohibit registered persons from soliciting, offering and/or selling any investment products or services unless they are properly registered and licensed in each state jurisdiction.  Advisor is registered in Arizona, California, Florida, Georgia, Idaho, Illinois, Indiana, Massachusetts, Nevada, North Carolina, Tennessee, Texas, Virginia and Wisconsin.  Not all products and services referenced on this site are available in every state and may not be available through every representative listed.  Neither Cambridge Investment Research, Inc., nor its representatives offer tax or legal advice.  Please contact your legal or tax advisor regarding your situation.   

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.   Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.   

Cambridge and The Corner Office are not affiliated.

We do all this to help you navigate the risks and rewards of the markets, so you can pursue a comfortable future.

 * A personalized wealth management strategy for you:  the successful individual, non-profit, or small business. Your strategy is based on the initial fact finding we conduct to understand such factors as your investment objectives, risk tolerances, time frames and liquidity needs. 

 

*Your strategy will be grounded in long-term fundamentals with adjustments made for today’s markets.  Strategies are built using Asset Allocation modeling.  Your specific asset allocation becomes the framework for your portfolio.  Suitable investments are then chosen to fill each allocation.(*) 

 

* Your investment portfolio is routinely monitored by Laurie Hackler. With regularity, both your asset allocation model and your specific assets are reviewed for performance.  If The Corner Office sees changes that may be beneficial, you will be contacted to discuss recommendations.


* You are informed with consistent communication and periodic reviews.  Advisory clients receive quarterly performance reports.  Brokerage clients receive performance reviews at least annually.  The Corner Office also distributes a newsletter several times throughout the year. This newsletter contains timely and informative articles relevant for today’s investors.