What are you looking for in an Investment Advisor?
Are you looking for an Investment Advisor...
...who is not a commissioned sales person but a trusted advisor?
...who has no conflict of interest and doesn't receive commission from your money?
...who doesn't push annuities, commissioned mutual funds and other products?
...who is a licensed Fiduciary and by law must always act in your best interest?
...who has access to excellent private wealth managers?
...where your money is 100% liquid at all times and is actively managed?
If you answered yes to any of the above and would like to learn about a common sense approach to investing, wealth management and retirement planning please call our office for a complimentary consultation and portfolio analysis.
Who We Are
LoPresti Financial Group offers a different approach to investing. Being a licensed Fiduciary we must always act in your best interest, not ours. We are a fee based independent investment advisory firm who has access to exceptional Private Wealth Managers that are unavailable to many independent advisors, banks and large brokerage firms. What we have found is that all clients, regardless of age, income or assets want two things: asset protection and growth. We built our practice and have aligned ourselves to meet our client's expectations.
We Like Winning
We focus on protecting our client's life savings from market volatility. Keeping your principal and interest protected and no longer having to worry about the market ups and downs is our number one priority. Since our portfolios are actively managed, our managers can move 100% to cash to protect our clients. In 2008 when the S&P 500 dropped -37% some of our portfolios were up double digits. Our largest loss in 2008 was -1.26% and that was for only one manager. Our other portfolios were positive.
That is why we partner with excellent Private Wealth Managers who use proprietary, patent-pending sector-agnostic algorithms to constantly monitor the market, identify growth sectors and pinpoint specific growth opportunities.
We develop customized financial plans and walk our clients through a step-by-step process that helps them feel confident and understand their decisions. We take great pride in understanding our client's individual needs and goals while forming long lasting relationships with our clients so we can continue to provide a high level of service as their needs change. We reduce risk and provide stability to protect our clients from the "unknowns" in life. This predictability allows us to implement sustainable investment and retirement plans to protect our clients form the unexpected.
Resilient Portfolios. Great Outcomes
Our primary goal is develop long-term returns for our clients through diversified and actively managed portfolios by means of active risk management. As a result, clients of LoPresti Financial Group have a stable and clear outlook for performance in rising and declining markets.
We help our clients through our fee-based asset management always ensuring their individual needs remain our top concern.
What Makes Us Different Makes Us Better
Request a complimentary copy of our book
"Discover How Investing Should Be"