We build a personalized asset allocation and preservation policy based on your needs and objectives. This policy seeks to maximize your investment returns while minimizing your risk through carefully diversified allocation of your assets and time-tested asset protection strategies.
Our asset allocation approach is based on a mathematical model that embraces the concept of risk reduction through diversification of investments that have different patterns of return. The concept we use was awarded a Nobel Peace Prize for Economics in 1990.
At Luke Financial, we don’t believe that investments need to involve a random walk down Wall Street.