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Investment Management

TWM has the experience to help identify which investments are most appropriate for your specific investment objectives and tolerance for risk. LPL Financial also offers TWM one of the industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.

We provide access to and advice in all the following areas:

  • Equities
  • Fixed Income
  • Mutual Funds and Exchange Traded Funds (ETFs)
  • Annuities
  • Alternative Investments
  • 3rd Party Investment Managers
  • Cash and Banking Services
  • Education Funding

Toups Wealth Management also manages a number of proprietary discretionary portfolios by GWM Advisors. (GWM PORTFOLIOS). Each portfolio is designed to match investment objectives to the most suitable investment mix.