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  • Distinctive Portfolio Construction

    Exceptional service and communication

  • Sophisticated Risk Management

  • Objective Guidance, Objective Recommendations

    ... that matter to your family

  • Exceptional Service and Communication

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    personalized support

  • Strategic Collaboration and Personalized Support

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Market and Economic Commentaries

12.8.21 LPL Market Signals: Outlook 2022 and Omicron

LPL Research is extremely excited about the release of Outlook 2022: Passing the Baton. You can see the interactive version of our Outlook here.   In conjunction with the release of the Outloo...

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12.7.21 Outlook 2022 Is Here!

The entire team at LPL Research is so excited to announce the release of Outlook 2022: Passing the Baton. It is hard to put into words the amount of time and cross department organization it takes to get something lik...

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12.6.21 Will Omicron Ruin the Santa Rally?

Historically, December has been a great month for stocks, but now we have the Omicron variant causing major volatility and uncertainty. Still, we remain optimistic that the new worries will subside over the coming wee...

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Investment Management

Our personal customized approach to money management incorporates efficiencies introduced by recent technology. We believe most investors benefit from a core global market portfolio. This can be potentially achieved through the use of ETFs dynamically modeled for a specific risk tolerance and investment objective. These portfolios are designed to reduce the two stresses on a portfolio within our control – taxes and internal expenses. Supplemental portfolios are designed to increase yield and/or create stability, as strategies requiring more customization.

 

Wealth portfolios are managed by SFG’s Investment Advisory Team, led by Jeremy Olen, CFA®, and overseen by Jane Scarbrough, CFP®, Founder and Managing Principal. Our team meets monthly to review market conditions and global economic trends and analyze how these factors impact portfolio construction. Collectively, we bring broad industry experience to the investment process, an approach which has contributed to the success of our dynamic platform.