At Lighthouse Wealth Management, we are globally active. We scrutinize numerous market metrics to determine market trends that trigger entering or exiting an investment. While other financial services professionals continue to embrace the traditional “buy and hold” mentality, we prefer to be more engaged in our clients’ investments. Our goal is to capture the majority of the upside movement while trying to avoid the major downturns that can be devastating to a portfolio.
What should you expect as an investment management client?
From Lighthouse Wealth Management:
- Quarterly Performance Report
- Weekly Market Commentary email
- Annual Reviews (In-person where possible)
- Access to the Lighthouse Wealth Management educational blog
From our custodian Charles Schwab:
- Monthly account statements
- Online access to your accounts
- Confirmation of all account transactions