Working with You MEANS...

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SPENDING TIME WITH YOU

We bridge independence, experience, strategy, and understanding to find the best investment solutions for our clients.  We spend the extra time needed with each client to clearly understand and discover what they want their investments to accomplish and how much risk they are comfortable taking.  We work with our clients to help define their goals and create a written plan that will serve as a roadmap. 


LEARNING YOUR GOALS

We then design custom solutions and action steps to help you achieve your goals.  An investment strategy and portfolio is developed specifically for each client, taking into account specific objectives, tax sensitivity, and risk profile. Once a portfolio is established, we actively monitor all investments.  Market conditions change and adjustments are likely needed to reflect current market conditions; at Lokken Investment Group, LLC, we are always focused on thinking ahead of the curve in the best interest of our clients. 


OPEN COMMUNICATION

We will report portfolio performance to you on a regular basis in writing.  We strongly encourage frequent communication with our clients, and recommend meeting in person when possible, on a regular basis to discuss portfolio performance, evaluate market conditions, and recommend needed adjustments. 

 

A PROCESS THAT WORKS...

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WE LISTEN

We spend individual time with each client so that we clearly understand what they want their investments to accomplish and how much risk they are comfortable with taking. 


WE CREATE

Each client is then presented with a custom portfolio, which takes into account his or her objectives, tax sensitivity and risk profile.


WE MONITOR

Once a portfolio is established, we actively monitor all investments.  Markets change and adjustments are likely needed to reflect current conditions.


WE REPORT

We will report portfolio performance to you on a regular basis in writing.  Where possible, we also recommend meeting in person regularly to discuss performance and market conditions.

 

OUR APPROACH IS...

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INDEPENDENT

As an independent practice, we are focused on finding the investment solutions best suited for our clients. And as an independent practice, we are able to control our resources in the best interest of our clients. You, our clients, are our only constituency.


EXPERIENCED

It matters. The Lokken Investment Group, LLC has over 12 years of direct professional experience in handling client investments in both "bull" and "bear" markets.


CRITICALLY THOUGHT OUT

Market conditions change rapidly in today's financial world. Yesterday's strategies are often inappropriate for the opportunities of tomorrow. Lokken Investment Group, LLC is focused on thinking ahead of the curve.



DRIVEN BY ADVOCACY

Who is looking out for your best interests? At Lokken Investment Group, LLC, we will always put your interests ahead of all else. We are your advocate in the world of finance and investments.


PATIENT

We care about our clients and understand that financial events and investment news can often be confusing and intimidating. We will answer all your questions and concerns with patience and use plain language. After all, it is your money we manage and we want you to be comfortable with our process.

COMMITED TO SERVE YOU.

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At all times, while acting in the best interest of our clients, we strive to achieve the best investment performance we can within a given client's risk profile.  We will fully disclose all fees, costs and any potential conflicts of interest. 

We will continuously monitor economic and market conditions, and evaluate how they are affecting your account.  When necessary, we will recommend and make changes in your investments in response to market conditions.  We will report performance to you at least quarterly with additional updates as market events dictate or upon client request. 

We will make ourselves available to meet with you in person or on the phone as often as required to ensure you are comfortable with our investment strategies and the direction we provide to your account.  We will promptly address all service issues and other questions.