2023 AFS Newsletter

2023 AFS Newsletter

We are thrilled to offer you a complimentary newsletter. Our newsletter is designed to provide you with informative and thought-provoking content. Our team takes pride in curating valuable and relevant content to help you stay informed and inspired. Don't miss out on this opportunity to stay connected with us and receive our monthly newsletter.

Simply Email Us to receive your free copy today!

The benefits of working with <br/>third-party investment managers

The benefits of working with
third-party investment managers

Diana Avery is the founder of Avery Financial Services, located in Atlanta, Georgia, and is an investment advisor representative of LPL Financial. She says that using managed accounts and the services of third-party investment managers “provides several benefits for our firm and our clients,” including the following:

  • Sophisticated, rules-based investment strategies based on proprietary models.
  • Strategies and options for portfolio allocations that can emphasize strong diversification and risk management.
  • The ability to take advantage of tactical or active portfolio strategies that can respond in real time to different market conditions.
  • The ability to modify a client’s portfolio allocations if objectives or life circumstances change.
  • A variety of portfolio options that are appropriate for clients across many different risk profiles.

Asset allocation and diversification do not ensure a profit or protect against a loss.

Have a Question?

Thank you!