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Asset and Investments Management
If there is one thing that the last few years have shown us, it is that markets are unpredictable. That is why our advice is client-centered and client-specific. We focus on understanding you, your unique goals and where each fits into your life. We are committed to helping you pursue your investment goals through sound advice and diligent oversight of your investment portfolio, customized to align with your individual goals and structured around your risk tolerance. Establishing strategies to conserve and grow your assets to pursue your financial goals does not have to be complicated and confusing. We can help you plan for your financial future with confidence and precision:
  • Set clear and specific financial goals for your investment assets
  • Understand your personal tolerance for risk
  • Develop asset allocation strategies for your investment portfolio
  • Select investments for your portfolio that match your objectives
  • Establish strategies to manage and monitor your investment portfolio
  • Periodically review goals, risk tolerance, performance and strategies 
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 Germaine C. Cordes, ChFC® is a Registered Representative with Securities America, Inc. Member FINRA/SIPC and Investment Advisor Representative with Securities America Advisors, Inc. Lifetime Capital Financial Group and the Securities America companies are separate entities. CA Insurance License 0D56266.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

This communication is strictly intended for individuals residing in the state(s) of CA, ID, IL and NV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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