When we began in business twenty-one years ago, we recommended a wide variety of investment products. Over time, our efforts have increasingly focused on platforms in which our investment philosophy and research may be more effectively employed. Most of our time and energy now goes into the investment advisory services we offer through LPL Financial.
Clients, many of you have assets outside of LPL Financial. We believe it is time to re-examine these arrangements and determine whether they are still appropriate. We might have recommended strategies in the past that may not be the best ones for the future.
• A generous bull market over the past decade meant that other arrangements generally remained beneficial to you, in our opinion.
• But market conditions are likely to become more hectic, sooner or later.
• We have greater flexibility to seek bargains, avoid stampedes, and pick our spots when assets are in the LPL Financial platform, instead of another institution.
The better off you are, the better off we are likely to be—this has been a guiding principle at 228 Main. Our motivation is to be in the best position to keep your portfolio responsive to changing conditions.
If we may possibly improve your situation by taking a more active role in managing your assets, we welcome those duties. If you decide that outside investment accounts remain your best option, we’ll still be happy to work with you on that basis.
We would like to talk, having no pre-conceived notion about what is best for your specific situation. Please email us or call.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.