Investment Management

As an independent financial advisory firm we have the ability to select investments for clients from an objective perspective without the pressure of sales quotas or the obligation to sell proprietary products.  We can focus on serving our clients without outside influence.  Our investment philosophy at LifePoint Financial Group is rooted in this kind of objectivity along with integrity and transparency.  Each client we work with will have their own customized investment plan that aligns with their unique needs and objectives.  We of course have access to your more traditional investments like stocks, bonds mutual funds and exchange traded funds (ETF’s) but can also offer different alternative investment strategies like managed futures and real estate investment trusts (REITS).  Any investment strategy will have up front and ongoing costs associated with it.  We’ll make sure those costs are disclosed and understood before any investments are made.