5-step Investment Management Process

We represent your best interests by striving to control risk and enhance returns through our unique Advance & Protect process.

Step 1

Create portfolios based on asset and sector classes believed to be in a long-term uptrend. We identify trends and strive to help you capitalize on potential investment opportunities.

Step 2

Monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios.

Step 3

Use multiple quantitative analysis tools designed to optimize our buy/sell decision-making process.

Step 4

Monitor and evaluate legal insider trading activity – seeking to enhance market entry and exit points – and track what company insiders are doing with their own money.

Step 5

Rescreen our investment models on a quarterly basis to keep our ideas fresh and timely.

Learn more about our Advance & Protect strategies:

• Advance & Protect Strategy: Seeking to Preserve Capital through Active Management
• PPG Focused Equity Strategy: Targeting Growth through Tactical Management
  

A Client-centric Approach to Service
Makes All the Difference

• Our service model is built around anticipating client needs
• Our responsive, experienced and vigilant team is committed to working dailyon your behalf
• Our service contract ensures a proactive approach, guaranteeing regular communication and instilling confidence

Importance of Teamwork

We achieve our high level of service through a team approach. Rather than having just one financial advisor working on your behalf, a dedicated group of professionals oversees your financial plan. In addition to Mark Lamkin, this team consists of wealth planners, wealth advisors and a number of support staff to ensure everything runs smoothly. Learn More