Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Advisor is registered in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Tennessee, Texas, Virginia, Washington, and Wisconsin. The Corner Office and Cambridge are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss.
Access Cambridge's Form CRS (Customer Relationship Summary).
(*) Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
We do all this to help you navigate the risks and rewards of the markets, so you can pursue a comfortable future.
* A personalized wealth management strategy for you: the successful individual, non-profit, or small business. Your strategy is based on the initial fact finding we conduct to understand such factors as your investment objectives, risk tolerances, time frames and liquidity needs.
*Your strategy will be grounded in long-term fundamentals with adjustments made for today’s markets. Strategies are built using Asset Allocation modeling. Your specific asset allocation becomes the framework for your portfolio. Suitable investments are then chosen to fill each allocation.(*)
* Your investment portfolio is routinely reviewed by Laurie Hackler. With regularity, both your asset allocation model and your specific assets are reviewed for performance. If The Corner Office sees changes that may be beneficial, you will be contacted to discuss recommendations.
* You are informed with consistent communication and periodic reviews. Advisory clients receive quarterly performance reports. Brokerage clients receive performance reviews at least annually.