INVESTMENT MANAGEMENT
A team that understands your goals and risk tolerances for comprehensive investment management.
Keeping Investments Aligned with Goals
Comprehensive investment management relies on a clear understanding of your goals and risk tolerances. Our comprehensive wealth management process allows us to offer objective advice — directed by an experienced investment committee and backed one of the nation's leading financial services companies, LPL Financial. As your objectives and situation change, your advisor will monitor and adapt your portfolio to keep your investments aligned with your goals.
OUR APPROACH
- Understand your financial needs and aspirations
- Analyze how investment strategies support your goals
- Customize strategies
- Strategic asset allocation
- Portfolio construction
- Ongoing performance monitoring
- Risk management
Check the background of our investment professionals associated with this site on FINRA's BrokerCheck.
Securities and Advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. National Bank of Arizona, a division of Zions Bancorporation, N.A., and NB|AZ Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NB|AZ Wealth Advisors, and may also be employees of National Bank of Arizona, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of National Bank of Arizona, a division Zions Bancorporation, N.A. or NB|AZ Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ