Investment Management

Invest with purpose. Invest with a plan.

If you’re thinking about retirement, the purchase of a home, funding a child’s education, creating a charitable legacy or protecting your family, you need to ensure that your investments are aligned with your goals. Whether you are a conservative or more aggressive investor, if you are seeking growth or need to generate income, we will build the portfolio that is suitable for you. Whether you are an individual, family unit, trust entity or corporate entity, we will design the portfolio that suits you best. Lob Planning Group can help you chart a course and adapt to changing conditions to work toward your ultimate goals.

We use sophisticated investment tools and strategies to help us take advantage of strong markets and help reduce exposure in adverse conditions. We strive to find the strongest areas of the market so you are not simply “in the market” but invested wisely.

Our philosophy is simple. We prize growth, but believe it should be pursued at reasonable prices. We recognize that keeping internal costs low will aid clients’ long term success. And we believe that it’s critical to watch for the development of conditions that can harm a portfolio — and the transitions to and from them. We believe that successful investment management requires clearly defined purposes, constant, close attention to detail and the discipline to act (or not act) on the facts before us.

If this approach resonates with you, we urge you to contact us for a consultation. Let us show you how your money can work harder, smarter and with purpose — your purpose.

  • Stocks
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Municipal Bonds
  • Corporate Bonds
  • Government Bonds
  • REITs
  • Business Development Companies (BDCs)
  • Alternative Investments
  • Annuities