The Lighthouse Philosophy


We hold a fundamental belief that capital markets reward investors over the long-term for the risk taken in those markets.

We also know that these markets can be extremely volatile and pose a significant risk to the successful completion of our clients’ ultimate life goals.

Therefore, we build a comprehensive goal based asset allocation for each client.

This asset allocation is comprised of stocks, bonds, cash equivalents, and when appropriate, alternative investments, that are derived from their personal investment plan with a focus on providing sustainable lifestyle income.