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Investment Management

Our strategy alleviates the need to focus on the day-to-day
market performance and concentrates instead on the performance of investment portfolosrealtive to
your unique goals.

Guidant's team of experienced advisors directs and supervises the investment of assets. This will include the development and maintenance of a customized and appropriate portfolio asset allocation that can adapt to meet changing needs and evolving market conditions.

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We monitor, update and apprise clients of portfolio performance and new opportunities as they arise. In addition, we offer a Q & A session luncheon three times a year for clients to actively partcipate in a lively discussion about current market conditions and outlook.

The financial planning process is a key step in determining the proper asset allocation for a portfolio. This is because a client's feelings and attitudes about money, current strategy, objectives, and risk tolerance all play important roles in deciding how assets should be invested.

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Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI.