Registered Investment Adviser

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Modern Wealth Management Services


Hello & Welcome.

I offer fee and commission based investment management and financial planning, Life Insurance and Long-Term Care insurance in the states and or jurisdictions where the firm is noticed filed, appropriately registered or otherwise exempt.

Unlike many of my contemporaries I use an active management process.  Re-allocating the investments in response to changing economic and business cycle conditions as determined through on going and continuous research.  While I believe traditional long-term buy and hold investing works very well in a cyclical bull market, the cyclical bull market ended in early 2000.  As of January 2015, the current bear market cycle has yet to complete.  In my opinion markets require an active, as opposed to passive, investment management strategy, strategies that are designed to capitalize on the ever-shifting investment opportunities available.

Caleb Lawrence

Registered Investment Adviser Inc.

 

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