Investment Management

Investment Management with our Investment Adviser Firm

Because of the inherent risk of investing, it is important to adhere to an investment strategy that seeks to minimize the risk of your expected level of return. Your financial advisor has access to managed models and asset managers with the experience and resources to develop the investment strategies and portfolios that can help you manage risk and achieve your financial goals.

Balance Your Risk and Reward

Investing can be challenging.

Many factors beyond your control impact the performance of your investments. For that reason, it’s important to have a strategy that can help you weather the ups and downs of the market.

GLP has a solution – Wealth Management services within our Retirement and TD Ameritrade Platforms – to help you achieve that delicate balance between risk and reward. In one comprehensive package, Asset Management portfolios provide diversification and ongoing asset allocation. You can choose from nine models to find the risk-management strategy tailored to your needs, comfort level and timeline.

Neither asset allocation nor diversification guarantee a profit or protect against a loss.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Advisory services and securities offered through Asset Allocation Strategies, LLC an SEC registered Investment Advisory Firm and GLP Investment Services, member FINRA/SIPC.

The Retirement and TD Ameritrade Platforms offer professionally managed portfolios which are part of a discretionary advisory service. Asset Allocation Strategies will assess an annual investment advisory fee based on the value of assets in your advisory account(s). Additional information regarding Asset Allocation Strategies, LLC’s investment advisory fees can be found in the firm’s Form ADV 2A, which is available upon request.