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Investment Services

Investment Services

Investment strategies are not a one-size-fits-all approach. A multitude of factors influence an individual’s decisions regarding amount and type of investment, willingness to assume risk, and overall goals within a specific timeline. At LMR & Associates, we have specific financial services team called LMR Advisors, that recognizes  understanding your unique financial situation is a critical piece in developing appropriate solutions.

Our experience in dealing with both conservative and aggressive investment strategies ensures that our team can develop a customized plan that fits within the parameters of your risk tolerance, time period, and ultimate financial goals. We provide access to a comprehensive range of investments, including:

  • Asset Allocation Models
  • Stocks, Bonds, & Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Fixed and Variable Annuities
  • Real Estate Investment Trusts (REITs)
  • Brokered CDs
  • Personal Retirement Plans
  • Business Retirement Plans: Profit Sharing / 401(k) plans
  • Alternative Investments

Some of the key steps in LMR Advisors’ investment services include:

Asset Allocation

Partnering with our clients to develop a strategy that selects a mix of asset classes that best matches personal investment preferences and tolerance for risk is an important part of the overall investment strategy process. Our goal is to provide clients with a blend of investments that offer both stability and potential for sustained growth. While all financial investment assumes some degree of risk, our experienced team of professionals promote diversification and balance to mitigate the risks associated with limiting a client’s investment to a small number of asset classes.

Individual Strategy

By listening to our clients and developing alternatives based on years of successful financial investment experience, an investor’s portfolio will reflect priorities, preferences, and risk tolerance that support their individual goals. Creating an individual strategy is developed through a mix of factors including investment goals, risk tolerance, investment preferences, time parameters, and tax impact. The LMR Advisors team will work with you to construct an individualized plan that incorporates these factors, and others, to pursue your long-term goals and maintain a high level of comfort with your investment strategy.


Progressive Strategy

We recognize that today’s financial situation and economic climate may be different tomorrow. Our goal is to protect the stability of our client’s investments through continuous reviews of industries and markets. Our team prides itself on being proactive regarding investment strategies, and not simply reacting to changes that may impact our clients. Additionally, as individuals move through their personal lifecycle, factors such as priorities and risk tolerance may change, necessitating adjustments to investment portfolios. We look forward to working with our clients as they guarantee their individual financial security, and strive to make suggestions that help them continue down that path.