Securities offered through LPL Financial, Member FINRA /SIPC
We develop a strategy that is tailored to your investment needs. No cookie cutter portfolio’s. We assess your risk tolerance, current financial situation and your objectives.
The correct asset allocation strategy will provide diversification of your portfolio, while potentially enhancing returns and lowering your overall risk.
SELECTION & EVALUATION
Being independent, we work for you not the investment companies. We have no proprietary products, and the better your portfolio performs the better we do. We are in it together as a partnership versus a client or customer relationship.
Ongoing review process. Monitor your portfolio for changes, updates and your objectives.
All investing involves risk including loss of principal. No strategy
assures success or protects against loss. Asset allocation does not ensure a profit or protect against a loss.
The Yanker Group
13611 Barrett Office Drive, Suite 100 Manchester, MO 63021-7833 314.962.5600 phone 866.941.2275 toll-free 314.962.5609 fax
Securities offered through LPL Financial, Member FINRA / SIPC Investment Advice offered through The Yanker Group, a registered investment advisor and separate entity from LPL Financial.
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