Investment Strategy

We will not offer financial guidance without knowing you. To know you, we must understand what drives your short-term and long-term financial thinking. This is important for us to make unbiased investment guidance based upon your values and goals rather than ours.

Based upon the information provided, stated objectives and direction, your assets create an investment portfolio that may help you achieve your goals while maintaining an appropriate level of risk.

The investment and portfolio management process at Lighthouse Financial Partners is to:

• Take a 'reasonable and prudent' amount of risk to potentially increase the chances of a higher return inside the investment portfolio.
• Attempt to limit risk exposure purchasing Stops and sometimes Limits.
• Attempt to minimize any expenses associated with administering and managing the portfolio investment.
• Maintain sufficient levels of cash reserves to meet short-term expenditures, serve as an emergency cash fund, and pay expense obligations when due.
• Strive to minimize federal and state income taxes for non-qualified accounts.

We strive to give unbiased investment guidance to our clients by aligning our motivations with that of our clients. Being a fee-based investment firm allows us to win when our clients win while maintaining the confidence of our clients through regularly scheduled quarterly reviews. Your values are important, but why they are important is important to us. We absolutely have to make sure that your investment portfolio is in line with your values. This requires in-depth consultations. We understand that not everyone is comfortable with this level of consultation. However, we believe that is the only way to design a successful and unbiased investment guidance strategy.