Investment Advisory
Log in to your Investment Account
With the myriad of investment alternatives available in today's financial markets, investment counseling is more important than ever. Our understanding of the client's total financial and tax situation puts us in a unique position to provide appropriate investment solutions.
We work closely with clients to define their financial goals and objectives. We then develop a long-term investment strategy designed to meet current income needs and future capital requirements. We implement the strategy using separately managed accounts, mutual funds, index funds, and other investments, as appropriate. We continually meet with you to evaluate results and discuss appropriate wealth-building strategies.
To view your investment account online, click on the client log in located at the top of the page.
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| Phone Number: 615-309-2386 E-mail: gherman@lbmc.com |
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Greg assists clients in managing, preserving and building wealth through innovative, tax efficient investment strategies. He regularly works with clients in the areas of investment strategy development, asset allocation planning, integration of investments with tax and estate planning to minimize taxation, in-depth portfolio analysis, due diligence, the selection of independent money managers, and the monitoring of investment performance. |
Derek Bland more>>
| Phone Number: 615-309-2396 E-mail: dbland@lbmc.com |
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Derek joined LBMC Investment Advisors in 2008 and currently serves as an Investment Advisor. He regularly works with clients in the areas of investment strategy development, asset allocation planning, integration of investments with tax planning, and in-depth portfolio analyses. Derek has over eight years' experience in public accounting and financial advisory services. |
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