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| Through
Linsco/Private Ledger (LPL), we offer full service brokerage
and advisory accounts on a discretionary as well as non-discretionary
platform. Traditional investment vehicles range from stocks,
bonds and funds to annuities, hedge funds and Real Estate
Investment Trusts. |
| Our
Investment Philosophy:
Every investor, regardless of wealth, needs to have the
proper balance between asset
allocation (growth strategies) and diversification (defensive
strategies) married together
with non-correlated assets classes to help seek to lower the overall
market risk exposure and
they must practice very subtle art of rebalancing, as market
conditions warrant.
Independent Investment Platform:
The independence of our investment platform gives us the
broadest suite of
opportunities to offer our clients. With access to all listed
securities, premier separate
account managers and 13,000 funds, LPL's independent research
findings allow us to
offer the “best of the best” investment solutions
that meet the needs stated in your
individial plan.
The Difference in Gulf Coast Wealth Management:
Our investment advice and asset allocation models are not
built on generic
industry trends and research that reflects static risk profiles
and market conditions. We
understand that dynamic asset management is truly a balance
between an art and a
science. Our models are built on relative strength readings
and incorporate the use
of correlated and non-correlated asset classes to seek
the maximum risk/reward
opportunity available. |
Securities
and Insurance Products Offered Through Linsco/Private
Ledger & its affiliates |
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Not
FIDC Insured |
No
Bank Guarantee |
May
Lose Value |
Not
A Deposit |
Not
Insured By Any Government Agency |
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Trust services offered through Gulf Coast
Bank and Trust are not affiliated with Linsco/Private
Ledger.
Securities business may only be discussed or
transacted with residents of the following states:
Louisiana, Texas, Alabama, Georgia, Mississippi,
Oklahoma, Tennessee and Florida. |
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