Retirement Resources of Louisiana, Inc.

CONNECT

Address:

1007 St. John Street
Lafayette, LA 70501

Phone:

337-235-1494

Fax/Other:

337-235-1035

Our Investment Philosophy



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Investment success is usually determined through an unwavering commitment to

a set of clearly defined investment principles.  Collectively, the principles that define Retirement Resources

of Louisiana, Inc.’s investment philosophy are:

 

 

 

  • Establishing trust between the client and the advisor is of utmost importance.

 

  • Focusing on goals and developing long term plans.

 

  • Since asset preservation is often a primary goal, decreasing risk is equally as significant to increasing returns.

 

  • One of the most effective strategies to manage risks is by diversifying a portfolio through asset allocation.

 

  • Market timing is difficult and generally ineffective. Long-term investors should remain fully invested unless it is clearly imprudent to do so.

 

  • A client should always invest in something he or she understands. At Retirement Resources of Louisiana, Inc., we take the time to educate our clients before making our recommendations.

 

  • Independence and Objectivity is why our clients undeniably come first. Representing hundreds of companies allows us to choose from the most competitive investment solutions available today.

 


 

 

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Check the background of this financial professional on FINRA's BrokerCheck