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Investment Management

Many choices. One unique portfolio.

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Investment Strategists at Better Banks specializes in personalized investment management and financial planning. We create, implement and monitor a written financial plan, as well as build a customized portfolio that best fits our clients’ needs. These needs can be quite diverse, as we work with individuals, families, business owners, retirement plan trustees and nonprofits.

Building a diversified investment portfolio can be a complex process. From a solid mix of traditional options to a more complex blend of managed or alternative investments, there are plenty of choices when it comes to building a custom portfolio. But there’s only one you.

Our advisors recommend only what they think makes the most sense for each client in building a diversified investment portfolio designed for your specific objectives. And those recommendations are powered by the expertise of our industry-leading research.

Rigorous, time-tested principles of asset allocation, diversification and independent research enable a wide universe of options for working towards client goals. Our structure allows for us to help keep our clients on pace toward their goals with continued analysis and ongoing review.

Investment products and recommendations are selected for clients based on holistic financial planning that incorporates the client’s goals, risk tolerance, tax implications and investment time frame. Once the account allocation is determined, we work diligently to select the proper investment for each unique situation. Investments within accounts are continuously monitored and rebalanced in accordance with the client’s goals.

In addition, Investment Strategists at Better Banks has no proprietary products or allegiance to one specific fund company, we work for our clients. Because there are no proprietary products, you can have complete confidence that our guidance and recommendations are independent.

Ready to talk to us about managing your investments?

Call us at 309.685.9595 to discuss your needs and plans for your future.


Schedule an Appointment

 

Check the background of investment professionals associated with this site on FINRA's Broker Check.   *No strategy assures success or protects against loss.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Better Banks and Investment Strategists at Better Banks are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Strategists at Better Banks, and may also be employees of Better Banks. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Better Banks or Investment Strategists at Better Banks. Securities and insurance offered through LPL or its affiliates are: 

ISBB disclaimer

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, MT, NC, NJ, NV, NY, OK, OR, RI, SC, TN, TX, VA, WI, WY.