Success Strategy

A wise investment portfolio relies on one standard rule, regardless of the investor the plan manager or the investments – a diverse portfolio*. At The Segrust Group we remain educated on the market, ever-changing regulations and product offerings. We then offer up to you a personalized portfolio of investments designed to fit your needs. We don’t stop there either; our comprehensive plan covers the entire investment picture.

Our professionals work side-by-side with some of the nation’s top investment managers as well as have the backing of the industry’s leading independent brokerage firm: LPL Financial**.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.
**Based on total revenues, as reported in Financial Planning magazine, June 1996-2008.