The Advisory Group:
Navigating Your Financial Future

CONNECT

Address:

20955 Pathfinder Rd Ste 110
Diamond Bar, CA 91765

Phone:

909-869-7880

Fax/Other:

909-869-7680

Investments

We have individuals currently registered to provide securities services in most states. Comprehensive investment research and implementation services are available for almost all client needs. We believe there several principles that are important to remember whenever you invest:

Market Timing

No one can time the markets.  Markets can move both higher and lower than logic or knowledge can predict.

Risk Management is the Key

Knowing your risk tolerance AND your risk capacity allows the selection of a portfolio that fits your needs and temperament.  Decreasing risk against excessive downturns is as important as capturing returns during upturns in the markets.

Security Selection

Not all funds are created equally.  Quality selections come from following a process to seek out consistency of fund management.

Diversification to Manage Volatility

Asset class diversification spreads the risk across multiple markets.  Periodic rebalancing maintains the risk profile.

Counseling

Keeping emotions out of the decision making process is an ongoing challenge.  Having a well-grounded sounding board can lend confidence in your investment decision.

Forward Looking Asset Weighting

Leadership changes in markets.  There are times when markets are over bought or oversold and the risk of an asset class is above or below average.

The most common investment opportunities available include:

  • Professional Asset Management Services
  • U.S Government Bills, Notes and Bonds
  • Corporate Stocks and Bonds
  • Municipal Bonds
  • Brokered Certificates of Deposit
  • Annuities - Fixed and Variable
  • Fixed and Variable Life Insurance
  • Mutual Funds
  • Direct Participation Programs
  • IRAs and Pension Investment Services

As a Registered Investment Advisor, The Advisory Group applies a “Fiduciary” standard for all of our investment advice

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck