Portfolio Management

Our Services:

Portfolio Management

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As a Lafayette, Indiana investment advisor and fiduciary, we’re on your side of the table. We only succeed if you succeed and will manage your portfolio around your goals and best interests.

Because we are a fiduciary, not a stockbroker, we don’t work off of commission, and we have access to an unlimited number of investment opportunities. Our income only grows when the value of your assets increases. What does that mean for you? It means we will do everything we can and explore all options to create a strong portfolio that works for you.

How can Lorenz Financial’s portfolio management services help?

We are a Lafayette, Indiana investment advisor, and our portfolio management services can help with:

Stocks & bonds

Mutual funds

Portfolio management

401(k) establishment & rollovers

Retirement planning & savings

College planning & savings

How can Lorenz Financial’s portfolio management services help?

We are a Lafayette, Indiana investment advisor, and our portfolio management services can help with:

Stocks & bonds

Mutual funds

Portfolio management

401(k) establishment &rollovers

Retirement planning & savings

College planning & savings

How does Lorenz Finacial handle portfolio management?

When you work with Lorenz Finacial, here’s what you can expect:

Before we get started, we need to know more about you and your financial goals. To best serve you in this capacity, we highly recommend starting with with a complimentary financial plan. Once a financial plan is in place, we can help you determine an investment strategy that best works for you.

It is important to have a realistic understanding of how investing works before you get started. We’ll analyze your risk tolerance (your ability to handle large swings in the market), liquidity needs (your need for cash access), tax status, and time horizon (how long you intend to hold your portfolio).

As a fiduciary, we manage your portfolio and present you with investment opportunities, but your account will be located with a third-party broker. This is a measure to keep your finances protected and to keep fiduciaries honest.

While stockbrokers who work for large chains only have access to a handful of investment opportunities, we have access to an unlimited number because we are an independent fiduciary, which allows us to better meet your financial goals.

Additionally, you will never write us a check. Our income only increases when the value of your assets increase. If your portfolio grows that quarter, we will simply earn a low quarterly fee based on a small percentage of your assets. We believe this is the most fair way to manage our clients’ portfolios.  

We don’t succeed unless you succeed!

If you have further questions about our investing and portfolio management services, please contact us.

Do you need assistance starting or managing your investment portfolio?

Before we begin managing your portfolio, we want to earn your trust. We’ll listen to your goals and study your finances to provide a no-cost, no-obligation financial plan. Schedule a consultation!