Celebrating 30 Years!

Portfolio Managers

In regards to portfolio management, we do recommend the 'Sailing and Rowing' video, that discusses the importance of not only diversification of asset classes, but even more importantly, diversification of investment strategies.*

Sailing And Rowing* (*Securities offered through LPL Financial, Member FINRA/SIPC. Assetmark and LPL Financial are not affiliated.)

These are some of the portfolio manager firms we utilize.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Hawaii, Kentucky, North Carolina, Nevada, Oregon, Tennessee and Washington.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The Registered Representatives are with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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