(*) 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.
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, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Tennessee, Virginia, Washington, 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. Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Investors should be prepared to bear loss, including loss of principal. 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 Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and The Corner Office are not affiliated.
* 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.