Lighthouse Asset Management LLC
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At Lighthouse Asset Management, a highly experienced professional continuously supervises your personal assets.

Stocks in your portfolio will be predominantly those of larger, well established companies characterized by strong earnings growth, solid financials and seasoned management. Mid-sized and smaller company stocks that meet our growth and quality criteria also will be used as appropriate for the objectives of individual clients. Stocks will be selected using a rigorous discipline that combines elements of both the growth and value styles.

Fixed income securities in these portfolios will be highly rated bonds and preferred stocks selected primarily because of their income and safety and secondarily for their capital appreciation potential.

At Lighthouse, you are assured of:

♦A close partnership with your own investmenet manager;
♦A portfolio built and managed for your goals, preferences and risk tolerances;
♦A willingness to work with financial planners, accountants, attorneys and other professional advisors in a shared commitment to your best interests;
♦Flexibility to adjust your portfolio and investment program as your needs and circumstances warrant.
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