INVESTMENT PROCESS

One Step at a Time

LK Wealth and Asset Management Process

An Ongoing Process

LK Wealth and Asset Management Process

Asset Allocation

LK Wealth and Asset Management Process

A Trade Off Between Comfort and Growth:

* Increasing your potential growth and long-term capital gains can lead to greater volatility and short-term loss of principal; only seeking safety of principal, while offering greater short-term stability, can result in long-term loss of purchasing power

* At LK Wealth & Asset Management, our approach to asset allocation is to strategically build your portfolio with one specific purpose in mind: to help you reach your goals while meeting your needs and expectations

Legal & Privacy
Web Accessibility Policy

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

© 2024 Hightower Advisors. All Rights Reserved.