Individual Portfolio Management

At Light Financial, we are passionate about ensuring each client has a portfolio that is best tailored to their personal goals and aspirations. We provide continuous advice to clients regarding the investment of their funds to ensure these needs are being met. Through personal conversation, we discuss your particular circumstances to establish investment goals and objectives. We create a relationship with you to develop a personal investment policy and create and manage a portfolio based on that policy.

 

How are your personal goals being met through your portfolio? Have you had some recent major life changes? Our door is always open to discuss your goals and objectives! To set up an appointment, call 701-356-5106 or email This email address is being protected from spambots. You need JavaScript enabled to view it. .

© 2019 Light Financial Services | 1220 Main Avenue, Suite 225 Fargo, ND 58103 | All rights reserved.
P: 701-356-5106 | F: 701-356-0169 | Toll Free: 1-888-246-1397