Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Please see the Disclaimer for additional information.
No content on this blog is a suggestion to buy, sell or hold. The charts and articles are for educational purposes only.
How We Roll
- All stock market accounts are held at Charles Schwab or TD Ameritrade in your name and can be tracked in real time on your mobile device or other online access and managed by LifePro Asset Management a registered investment advisory firm..
- No long term commitment and 100% liquid.
- The LPAM Tactical Opportunity Strategy typically consists of 22 to 35 individual stocks that combines top-down macro analysis with bottom-up fundamental company research.
- We have an LPAM Preservation Strategy as well.
- We can go to 100% cash at anytime if the market conditions so dictate.
- No commissions are charged to buy or sell the individual stocks. We are fee based fiduciary advisors. We work for you. We do better if you do better.
- Weekly videos sent to each client from our head portfolio manager explaining what we are doing and why.
- Access to our head team’s cell phone numbers.
- Our back office staff consists of no less than 40.
- Other strategies unrelated to direct stock market participation. Fixed Index Annuities, Long Term Care and various Life Insurance strategies.
Doug J. McKay (858) 414-1970 | IAR (Investment Advisor Representative) CRD # 3029279 | CA Life Ins. 0B54719
Gary S. Morrow (805) 550-6458 | CRD # 5483514
Additional License Information and ADV available upon request.
What We Do?
Fiduciary Advisors that “tactically” manage the stock market.
Fee based and not commission based. As fiduciaries we work for the client and not a bank or broker. Each account is designed specific to the client by Doug, Gary and Rob (LPAM). All accounts are held at Charles Schwab or TD Ameritrade and managed by LifePro Asset Management, LLC.
What We Offer?
Total transparency, education and other strategies unrelated to direct participation in the stock market such as: Fixed Index Annuities (guarantee of principal with no fees), Long Term Care, Living Trusts (we have done over 10,000), Income for Life and Tax Free Retirement Strategies.
What We Don’t Do?
Passive management, mutual funds including a one size fits all, set it and forget it approach.
Past performance is not indicative of future results. This is not a recommendation to buy, sell or hold. Full performance book along with video, disclosures and other tactical strategies along with license information are available upon request. This is not investment, tax, insurance or health advice and should not be treated as such.
|All rights reserved.
Doug J. McKay and Gary S. Morrow Investment Advisor Representatives.
Assets Managed by: LifePro Asset Management a registered investment advisory firm.
Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Neither This Week On Wall Street or First Fiduciary Advisors are affiliated entities with LifePro Asset Management, LLC. For registration information, please go to https://adviserinfo.sec.gov/
and search for LifePro Asset Management, LLC or by CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.
Past performance is not indicative of future performance. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s). Performance does not reflect the deduction of other fees or expenses, including but not limited to independent advisory fees, brokerage fees, custodial fees and fees and expenses charged by mutual funds and other investment companies. The data used to calculate the model performance was obtained from sources deemed reliable.
Information throughout this internet site, whether charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or replicate its previous historical performance. S&P 500 is an unmanaged index of the shares of 500 widely held, predominantly large capitalization, U.S. exchange-listed common stocks. The index results neither include dividends reinvested nor reflect fees and expenses. Investors cannot invest in any index directly.
Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.