A sound investment strategy begins with a detailed discussion of your risk tolerance, expectations and investment horizon, as well as potential liquidity events and funding needs.
These factors will drive the creation of a portfolio with the asset allocation, diversification and tax management strategies necessary to achieve your objectives. Additionally, rather than strictly looking at performance, it’s much more important to look at your risk-adjusted performance. Managing risk and ensuring that any risk that is taken in your portfolio is rewarded by return is a key determinant in establishing your portfolio.
Our brokerage options include:
Corporate Bonds, Government Bonds, Municipal Bonds
Fixed and Variable Annuities
Unit Investment Trusts (UIT's)
Brokered Certificates of Deposit
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. German American Bank and German American Investment Services Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using German American Investment Services Group, and may also be employees of German American Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, German American Bank or German American Investment Services Group. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.