Opportunity Arises Out of Disruption

Historically Investors Have Been Rewarded for Investing During Downturn

Unlock the Opportunities

Creativity, Disruption & Investing

Invest to Shape Tomorrow and Today

  Sectors of Innovative Technology Investment:

  • Artificial Intelligence
  • Biotechnology
  • Nanotechnology
  • Data Center Technology (Cloud)
  • Information Technology

Make Investment Decisions without Emotion               

  • Balance Your Investment Choices with Asset Allocation
  • Don't Try to Time the Markets
  • Manage Actively in Bear Markets

 

Core Principles:                  

  • Design your investment. Diversify. 
  • Build a solid portfolio based on scientific research.
  • Enlarge your investment with a disciplined and structured approach.

The Wit and Wisdom of JACK BOGLE, the founder of Vanguard

  • Don't look for the needle in the haystack. Just buy the haystack!
  • The greatest enemies of the equity investor are expenses and emotions.
  • While rational expectations can tell us what will happen...they can never tell us when.

 

Your money stays with the firm     

-75 years of innovation

-$1.5 trillion in global client assets

Pershing LLC                                       

Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.

Disclaimer

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional Advisory services offered through Southland Equity Partners, LLC. Osaic Wealth, Inc.is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. This communication is strictly intended for individuals residing in the states of (CA, FL, GA, NJ, NY, PA, SC, TX) No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.