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Latrobe Financial Management |
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Fidelity - Integrity - Honesty - Loyalty
My clients often ask “what is the single greatest advantage of doing business with Latrobe Financial Management?” Without hesitation, my response is always the same: Independence!
Why is independence important to individual investors? Well, for one, your future financial success may depend on the type of investment advice you get today. In an increasingly complicated era, achieving your financial goals depends on solid, unbiased advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.
Independence affords you the benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means I am free to recommend only those products and services that meet my clients’ needs – that is, no quotas or pressure to sell proprietary products. Truly independent research enables me to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
At Latrobe Financial Management, we are in a unique position to contribute to the financial success of our clients and our community – while taking full advantage of superior back-office support, regulatory expertise and oversight, and technological support provided by LPL Financial, the nation’s leading independent brokerage firm.* These advantages are passed on to our clients in the form of better and more personalized service. After all, it’s my reputation on the line.
Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need unbiased advice.
For more information, please contact us.
Thanks and have a Great Day!
President LPL Registered Securities & Options Principal
513-891-0778 (Direct) | 800-557-1714 (Toll-Free Direct)
LPL Financial Customer Service: 800-558-7567 (Toll-Free)
* based on previous year's revenues, as reported in Financial Planning magazine, June 1996-2006.
Disclaimer and Fair-Use Notice Information for Latrobe Financial Management
Securities Offered Through LPL Financial
Please Note: Some of the links on this page lead to resources outside of this firm. The presence of these links should not be taken as an endorsement by Latrobe Financial Management or LPL Financial of these sites or their content. Please use discretion and common sense. Please call with any questions.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and association are disclosed on this site may only do securities or transact business with persons who are residents of the following states: FL, IL, IN, KY, OH, VT.
If your state of residence is not listed, please locate a LPL Financial Registered Representative in your state of residence by accessing http://www.lpl.com or calling 1-800-877-7210.
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Copyright © [2010] [Latrobe Financial Management: Scott Bryan Hill] |