A sound investment strategy begins with a detailed discussion of your risk tolerance, expectations and investment horizon, as well as potential liquidity events and funding needs.
These factors will drive the creation of a portfolio with the asset allocation, diversification and tax management strategies necessary to achieve your objectives. Additionally, rather than strictly looking at performance, it’s much more important to look at your risk-adjusted performance. Managing risk and ensuring that any risk that is taken in your portfolio is rewarded by return is a key determinant in establishing your portfolio.
German American Bancorp and German American Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Advisory Services offered through LPL Financial, a registered broker/dealer. The investment products sold through LPL Financial are not insured German American deposits and are not FDIC insured. These products are not obligations of German American and are not endorsed, recommended or guaranteed by German American or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Branch Office located at 711 Main Street, Jasper, IN, 47546. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.