There are many factors to consider when choosing the right team to protect your finances and grow your net worth.
One little-discussed factor that could play a role in the decision is whether your team includes an in-house portfolio manager.
Lake Ridge Bank has a team of portfolio managers who work behind the scenes to help tailor your investments to best match your personal preferences and goals.
What does that mean in practical terms?
- Our Wealth Management Team meets with clients to understand your goals, objectives, risk tolerance, and “financial personality”
- We consider all options, including traditional investments (mutual funds, stocks, bonds, CDs, ETFs, and more) and non-traditional opportunities (private holdings)
- Our portfolio managers regularly meet with fund companies and managers to understand their approach and philosophy in putting together any particular fund
- Together, we establish a mix of investments that meet your personal needs and desires
What Makes This Different?
Many advisors have access to the same funds when creating an investment strategy. What makes our approach different?
We spend a lot of time meeting with fund companies (including on-site) to understand those investment opportunities in order to make higher-level decisions that match your personality along with your goals. We develop relationships with the people who actually choose which securities to include in any particular mutual fund or investment option to get the story behind those choices.
Instead of just reading a report, we talk directly to the fund companies and managers to make sure we are finding the right match for you and your goals. Then our in-house team works together to choose the right mix based on your priorities rather than using a cookie-cutter formula that is “close enough” for everyone. We believe you deserve a more personalized approach.
Why Does This Matter to You?
Thanks to our strong relationships with the largest (and the smallest) fund companies across the country, we can pick up the phone right now and speak directly to the most knowledgeable individuals related to that fund to get answers to any questions.
Sometimes the biggest benefit of any investment strategy is simply peace of mind. In a volatile market, we might be able to alleviate your concerns by just picking up the phone and getting answers directly from the source. We have access to the philosophy and background information that went into vetting the available investment opportunities.
We want to be the type of investment managers that work with you to meet the needs YOU have expressed and prioritized. We want to walk alongside you to help accomplish your goals.
We want you to be involved and have a voice about where your money goes and what it supports as we create a plan to get an excellent return on your investment.
Combine that with the benefits below, and it’s easy to see why working with Lake Ridge Bank is a good wealth management decision:
- All your banking and financial guidance can stay in one place
- We don’t limit your investments to one product or fund company
- You get a full-service resource rather than just one piece of the puzzle
- Your investments can match your moral compass if desired
- Our goal is to protect what you’ve already accumulated while continuing to grow your overall net worth
As a team, we worry about each client’s money like it’s our own dollars. Every discussion revolves around meeting your specific priorities and goals. It’s the reason I’ve stayed here for so long. It feels good to have a client-focused, service-oriented team approach.
If you would like more information about how we use our expertise to create a personalized portfolio that you have a strong voice in putting together, reach out to a Lake Ridge Bank Wealth Management Team member near you.
Investment Products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
