- Check the background of this investment professional
Building sophisticated portfolios that have the appropriate mix of investments takes skills and expertise. The advisors at Lyke Financial have nearly 30 years of investment strategy experience. We serve clients who aggressively seek capital appreciation to those who are safeguarding their nest egg with wealth protection strategies.
Mutual Trust and Collaboration
We get to know each of our clients individually, so we can factor your unique objectives and goals into our investing strategies.
Initial Consultation
We get to know each other. No pressure. No obligations. You can ask us questions and are guaranteed honest, professional feedback.
Portfolio Analysis
Let us take a peek at your current investments, free of charge. We diagnosis your portfolio to ensure you have the right mix of assets to meet your goals.
Investment Management
You decided to onboard with us. We have a great team ready to assist you through every phase of investing. We provide consistent care for your investment portfolio, from delivering timely investing strategies to regular account monitoring to optimize your portfolio performance.
Proven, Diversified Investment Strategies
One of the most important decisions for investment strategies is asset allocation. Determining how to distribute investments among stocks, bonds, cash or cash equivalents is the foundation for strategic portfolios.
We offer a full suite of global equity and fixed income strategies through Dimensional. These funds build comprehensive investment solutions through various asset classes.
Dimensional Funds offer:
- Multiple strategies for investors with different goals
- Consistent, fully diversified exposure to reliable market sources
- Rigorous academic research rather than speculation
- Flexibly managed portfolios to allow cost-efficient trading
For over 25 years, Dimensional has perfected a trading infrastructure that lowers costs and gives back more returns to investors. They maintain a strong presence in financial markets across the world, working diligently to increase investor returns.
Contact an advisor to see how our investment solutions can give your portfolio an edge.