We may utilize the following investment strategies when implementing investment advice given to clients:
- Long Term Purchases (securities held at least a year)
- Short Term Purchases (securities sold within a year)
- We utilize Morningstar Office, an all-inclusive portfolio management software, which offers many unique features.
- One of our favorite features is the ability to customize billing. We are able to exclude cash or specified positions from a management fee, manage the billing structures of accounts held with LPL Financial or with other custodians, such as insurance companies or 401(k) plans.