Why should I choose Signal Hill Investment Services over the others? Signal Hill Investment Services has created a planning approach and team of Investment Representatives that are totally independent. Our unbiased investment guidance is not influenced by sales quotas, company directives or proprietary investment products.
Additionally, our Wealth Management Team consists of Investment Representatives with various specialties.Our team works together; this makes it possible for our clients to always have an Investment Representative available to them.
Where do you get your research? Our broker-dealer, LPL Financial, is one of the largest independent broker dealers in the nation* and has an extensive research team providing current, relevant information and statistical analysis.
How much does it cost? Signal Hill Investment Services offers access to a fee-based financial plan that evaluates and documents an investor’s long-term financial goals, and maps out a strategy that’s designed to achieve them. Should a comprehensive plan not be necessary, Signal Hill is compensated through our broker dealer via product selection just as most professional brokerage firms do.
How do you manage risk? We use tactical asset allocation** models as part of our three stages Approach to portfolio design. The three stages Approach is a proprietary custom design that provides a roadmap for how assets can be utilized to accomplish goals of the client.
Do you sell proprietary products? No, neither Signal Hill Investment Services nor LPL Financial manufactures products.
* As reported in Financial Planning magazine, June 1996 - 2010, based on total revenues.
** Asset Allocation does not ensure a profit or protect against a loss.
Financial Planning offered through LPL Financial, a Registered Investment Advisor.