Investment Planning Photo
"Working with Gayle Lob on my retirement portfolio is a real pleasure. She really understands my investment style and my ability to tolerate risk. She manages my portfolio as if it was her own and has delivered consistent significant returns year-after-year."
-Geri S.,Business Strategist New York City

Investment Planning

Do your investment portfolios meet your needs and goals?  If markets improve or turn negative, can you get into position to take advantage of opportunities or limit your exposure to adverse conditions?  If you are currently working with a financial advisor, do you feel that that person or team understands you, your needs and your willingness or ability to handle risk?

Gayle Lob Financial Strategies’ team of investment professionals specializes in strategic and tactical asset allocation to help clients develop diversified portfolios that meet their needs and goals while minimizing volatility and risk.  We closely monitor market conditions to help clients adapt to developing trends and are attentive to the tax implications of recommended investments to help ensure that clients get maximum benefit from their portfolios.

Our broker/dealer, LPL Financial, offers a broad range of investment vehicles, giving us the ability to build portfolios that can include conventional mutual funds and exchange-traded funds (ETFs), individual stocks and bonds, options, real estate investment trusts (REITs), structured investments, fixed and variable annuities, retirement plans, managed futures and other alternative investments.   It’s a very large palette to choose from, but we approach it with a single set of concerns:  what are the best vehicles to help our clients reach their goals?
Tax Planning
Can you keep more of what you earn? Are you overlooking opportunities for saving? We partner with your accountant to evaluate your tax strategy in the context of your overall financial abilities, needs and goals.
Investments Offered Through LPL Financial:
  • Stocks, bonds, ETFs, mutual funds
  • Options
  • Institutional Style Money Management
  • REITs
  • Structured CDs
  • Fixed and Variable Annuities
  • Retirement Plans
  • Managed Futures, Commodities