Investment Management

We work with you to understand your objectives, risk tolerance, and preferences. We will invest your portfolio according to your investment objectives. We determine these objectives by interviewing you and/or asking you to put these objectives in writing. Once we ascertain your objectives for each account, we will develop a set of asset allocation guidelines. Once we agree upon allocation guidelines, risk tolerance, and time horizon, we will develop an investment strategy to achieve your goals. Only after understanding you and your objectives will we begin to build a portfolio tailored to your unique needs.

Lattice Financial, LLC is an Investment Advisor registered with the State of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at 704-812-7252 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Lattice Financial with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.LatticeFinancial.net. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.