Buying and Investing in ETF's and Stocks
Lighthouse Financial Partners is located in Atlanta, Georgia and we offer Wealth Management for affluent individuals and families, corporations and non-profits. Lighthouse was launched to offer the Atlanta community a more consultative process to establish close relationships with our clients.
Simply put, we buy stocks and ETF's on behalf of our clients and manage their wealth so that our clients may benefit from being in the market. We manage our clients wealth using a mixture of high dividend stocks, ETF's, value stocks, cash and fixed securities to diversify their portfolios. We believe that stocks provide a greater potential of gain than fixed securities and that small cap stocks and value stocks will out-perform large cap stocks. By investing in stocks, we have found that our clients have benefited from the growth potential inherent in stocks while maintaining stability in their portfolio's using cash and fixed securities. ETF's provide another level of benefit because the ability to purchase a whole sector of stocks with one efficient purchase. We will also layer in high dividend stocks which may add additional stability to their portfolios because of the income produced by the high dividend stocks. Every time we invest in stocks or ETF's, we buy stocks using measures called "stops and limits" thus potentially limiting the risk an investor has in regards to investing in stock.
Our comprehensive approach to the Wealth Management process is designed to deliver customized solutions to fit your needs whether your needs be income from high dividend stocks, appreciation from value stocks or diversification from ETF's or fixed securities. By delivering these customized solutions in a close consultative relationship, we coordinate the Wealth Management process with your core values, goals, relationships, interest and other advisors. Once we explore where you have been financially, where you are going and where you are headed, we will be able to better ascertain which type of securities to purchase on your behalf to give you a proper diversification between Stocks, Exchange Traded Funds (ETF's), High Dividend Stocks and Fixed Securities.
High Dividend Stocks
We believe that the Wealth Management process involves Investment Consulting, Advanced Planning, and lastly, Relationship Management. It is our mission to understand your critical needs and meet those needs over time through a consultative relationship while assembling and managing a network of financial experts and working with your existing professional advisors, such as attorneys.
That's why we say, "Creating Financial Strategies for Life"