Carson Wealth Management Group Ranked #1 Independent Advisor, Second Year In A Row, By Registered Rep Magazine
· Attributes success to proactive investment process - "Advance and Protect"
· Specializes in protecting clients' wealth in volatile and down markets
· Has been LPL's #1 ranked advisor for 19 years in a row1
August 30th 2010 - Omaha, NE - Carson Wealth Management Group has been ranked #1 for the second straight year by Registered Rep magazine2, an advisory space focused publication. Using what Ron Carson, CEO, refers to as his "Advance and Protect" approach to investment management, Carson Wealth experienced record new client growth in 2008 and 2009, in the midst of the recession.
Advance and Protect is a 4-step, recurring process:
1. Create portfolios based on asset and sector classes believed to be in a long-term uptrend.
2. Use a watch list to monitor an eclectic group of non-proprietary investment vehicles.
3. Utilize multiple quantitative analysis tools to improve our buy/sell decision-making process.
4. Track and monitor legal insider trading activity to enhance the investment entry and exit decision process.
Carson Wealth's investment committee meets every morning to review the strategy and make any necessary adjustments.
Carson comments, "We do not believe that a buy and hold approach is a valid strategy in this type of market, rife with volatility. It's the same thing as sticking your head in the sand and praying for things to improve. Am I a bear? No. But I am unquestionably a realist. Our strategy may sound military in its approach, and for good reason - like the Spartans, we circle the shields to seek to protect our valued clients, but we have our swords sharp when we see an opportunity in the markets." Carson Wealth's CIO, Mark Lookabill, adds, "You are either reactive or proactive - the former leaves you battered and bruised in this environment, but the latter gives you a fighting chance. No strategy can assure success or protect against loss."
About Carson Wealth Management Group
Carson Wealth Management Group is based in Omaha, NE and was founded in 1983 on traditional values; hard work, loyalty, uncompromising quality, and personal service. The firm oversees $2.6 Billion in client assets and Ron has been the #1 advisor at LPL Financial for 19 years and the #1 Independent Broker /Dealer Advisor according to Registered Rep for 2 years in a row. The registered representatives of Carson Wealth Management Group offer securities and advisory services through LPL Financial Member FINRA/SIPC Registered Investment Advisor.
1 based on total production
2 based on assets under management
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