"We offer a trusted, caring partner to guide you in making wise financial decisions for today and tomorrow."

Lori Watt, Founder and President

Strategic Investment Advisory Services Start with Portfolio GPS

Investments are a key component of a comprehensive financial plan. Once your Investors Advisory Group (IAG) advisor understands your risk tolerance and specific short-, intermediate-, and long-term goals, we will work with you to create a customized investment strategy. Using our proprietary Portfolio GPS tool, Investors Advisory Group (IAG) aligns your investment risk with your goals and time horizon. Our mission is to develop and maintain risk-appropriate, diversified portfolios using this consistent, objective investment process.

IAG maintains our investment discipline during all phases of the economic cycle, by adhering to the unique parameters in your Portfolio GPS. We work to identify investments within your current portfolio that do not meet our expectations, inform you of possible tax consequences, and recommend new investments which we feel will serve your needs better.  Some of the investments we recommend may include alternative strategies beyond traditional investments.

Supporting your advisor’s efforts, IAG's Investment Committee meets quarterly to help monitor your portfolio’s target allocation and holdings. Periodic changes will be recommended when investments no longer meet our specifications for risk or return. If your portfolio drifts from your Portfolio GPS guidelines, we will proactively recommend changes to align your investments with your risk budget.

1. Set Your Destination

  • Determine portfolio objectives and risk guidelines

2. Enter the Financial Coordinates

  • Analyze current investment portfolio
  • Develop strategic and tactical asset allocation strategy
  • Construct investment portfolio

3. Chart Your Course

  • Assess macro- and micro-economic trends and outlook for global capital markets
  • Conduct rigorous due diligence, using institutional quality analytics

4. Navigate to Your Destination

  • Evaluate progress of portfolio and recommend adjustments in accordance with GPS
  • Real-time monitoring of “Green Zone” progress
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©2018 Investors Advisory Group, LLC

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Investors Advisory Group, a registered investment advisor and separate entity from LPL Financial.

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