Investment Management

When you look to us for Investment Management, we draw upon our sources of research and analysis to manage your money.  After meeting with you to discuss your goals and studying your circumstances and preferences, we develop an investment strategy for your approval.  Contact an Investment Advisor today by calling (219) 873-2683 or toll-free at 800-759-9221.

Investment Management Account

Once we've established your personal investment strategies, we then assume full responsibility for managing your portfolio.  We buy and sell investments necessary to carry out your strategy and report all transactions and other account activity to you.  You can choose statements delivered directly to you or use our online account inquiry and e-statements 

Investment Advisory Account

Based upon the same careful study of your needs and circumstances, we develop an appropriate investment strategy and submit proposed purchases and sales for your approval.  We recommend; you decide.

Lakepointe Structured Investment Programs

The Lakepointe Structured Investment programs not only provide you with a customized plan; we provide the ongoing resources necessary for you to fulfill your objective. Through one carefully constructed account, you will receive professional asset management and the ongoing assistance you need to ensure that you stay on course. Here's how:

Step 1: Complete your client investment profile & asset review.
Step 2: Conduct a careful analysis of your current holdings and tax profile.
Step 3: Discuss the re-balancing of your portfolio to best meet your objectives.
Step 4: Rebalance your portfolio.

Lakepointe Classic portfolios and Lakepointe Premiere portfolios are available to individuals, small business, and not-for-profit organizations that seek the value of a disciplined asset management program. The benefits of the program are numerous and include:

- Dynamic asset allocation
- Diversification
- Experienced fund management
- Access to individual securities (available on Lakepointe Premiere portfolios)
- Customized investment process
- Convenience  including online account access and statements
- Peace of mind 

Retirement Plan Rollovers

If you're about to change jobs or retire, you may be due to receive a small fortune in retirement money from a 401(k) plan, profit-sharing plan or other tax-deferred retirement plan.  Let us help you with a direct roll-over into an Individual Retirement Account (IRA).  By having your lump sump transferred directly to an IRA, you can have us invest the entire payout for you, undiminished by current income tax or penalty tax.