Expertise

Our Approach

The reality is we no longer have the same economic drivers that delivered a 25-year bull market as we saw from 1982-2007. During those years, many investors were advised to buy and hold a diversified portfolio of stocks, bonds and mutual funds. In large part, the plan worked quite well. However, the “Buy and Hold” approach is subject to the massive swings of the market as witnessed in 2008. Times are changing and more options are available today providing an opportunity for many investors to consider a modern approach to investing. Our approach is different. We combine five strategies into one portfolio that can allow an investor the opportunity to capture market upside while simultaneously managing the risk on the downside.

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Investment Synergy

An alternative to traditional buy and hold methods. Learn about the five super elements of investing.

The financial world is rapidly changing and becoming increasingly complex. From new technologies to global unrest, a need is arising for progressive investments and strategies. We believe the traditional method of “Buy and Hold” is no longer adequate for investing and can put investors at the mercy of the market. Instead, we combine five strategies into one portfolio called Investment Synergy or I-Synergy to allow an investor the opportunity to capture market upside while simultaneously managing risk on the downside.

The question is Do You Have a Modern Approach to Investing?

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This communication strictly intended for individuals residing in the states of TX, CA, NJ, GA, AZ, CO, OH, OR, FL, OK, TN, NM, NC IL, MI, MT, MS, MA, CT, VA, SC, WA, DE, KY, LA, UT, AR. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA & SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or MPACT Financial & Insurance Services.

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