About Us
Our professionals Jack Dyer, Cheryl Germany-Higgins, Eric Fox, Debbie Vinson, and Erin Ortiz are Financial Advisor/Registered Representatives of LaSalle St. Securities, LLC, a Registered Broker/Dealer, and offer securities through LaSalle St Securities, LLC, and are Investment Advisor Representatives of LaSalle St. Investment Advisors, LLC, a Federally Registered Investment Advisor. Ind
ependence is the Difference
First and foremost, we are FIDUCIARIES for our clients. You will find no affiliation to a product provider when reviewing our website, business cards and letterhead. That's because we work for you alone and not an insurance company or mutual fund. Being independent gives us the freedom to select the best products and securities from the investment world, so that our client's interest is always top priority. Sound Investment Strategies
Income Portfolio Strategies, LLC, is built on a foundation of excellent client service and in-depth investment knowledge. With decades of combined investing experience, we offer our clients sound investment strategies to help meet the financial objectives of our clients. Whether accumulating assets or managing assets during retirement years, our approach to investing is unique. More than a Financial Advisor
In addition to our investment services, we believe that a solid financial plan includes more than a well-managed portfolio. We also offer our clients insurance products like Life Insurance (personal and business) and Long-Term Care coverage. We work with trusted legal and tax advisers to make sure that our clients are getting the most out their legal and tax situations. We assist our corporate clients with retirement plans and profit sharing plans. Services
Investment Income Management
Many of our clients rely upon their monthly investment income to supplement their social security and pensions. Income is our name, so we work hard to develop a consistent monthly income from their investments in the form of interest and dividends. While in the distribution phase, "mailbox money" generate from client investments is delivered each month on the exact days our clients specify. ** Dividend distributions are not guaranteed and can be reduced or interrupted by a company's financial conditions with little or no prior notice. Select Equity Strategies
We recommend keeping a portion of the client's money in cash to allow clients to take advantage of potential trading profits when the opportunity arises. We consider this a better strategy than committing all of your money to long-term mutual fund portfolios. Selecting when and where to invest in the equity market means that you're only invested when the risk-reward relationship make sense. Capital Preservation
Some prefer to preserve their capital with a focus in bonds. We search for discounted bonds to satisfy this need. Bonds are subject to interest rate risk that may cause the value of bonds to decline as interest rates rise, market risk that may result in decreased demand and lower valuations, liquidity risk that may cause the sale of some bonds to be delayed, and default risk that may affect a bond's credit rating and cause the value to decline. Estate and Tax Planning
Working with trusted professionals in the industry, we strive to make sure our clients keep more of their hard earned money. We also work to ensure that the wealth our clients have created is passed on to future generations. We make sure clients who want to leave a legacy or create a foundation have the resources and expert advice to make those goals a reality. Reasonably priced wills and medical directives are also part of a well-rounded financial plan.
