Tag Archives: wealth management

Business, Financial, International Trade, Management

LINCOLN CAPITAL PARTNERS’s Pro-Investools® Launches New Curriculum

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Markets demand disciplined and informed investing. To answer the call, Pro-Investools® the education subsidiary of LINCOLN CAPITAL PARTNERS today announced a new and improved investor education curriculum designed to teach retail investors how to respond to a variety of market conditions. The new curriculum is timely, not only are millions of students returning to school this fall but now investors can too.

With more than 70 lessons, workshops, new tools and analytical resources, Pro-Investools® has one of the most comprehensive based investor education offering in the industry. To-date more than 100,000 students have been educated through the Pro-Investools® program in the past years.

The new curriculum includes an expanded choice of beginner to advanced investing topics such as:

•  Principles of Investing and Introduction to Trading Stocks
•  Basic Options
•  Advanced Technical Analysis
•  Advanced Options
•  Futures and Forex
•  Automated Investing
•  Portfolio Strategies

Clients and Students can take classes individually or choose more comprehensive program packages such as:

•  Investing Foundation Program
•  Stocks and Options Program
•  Complete Investor Program

The delivery of these courses is unique as students can attend classes live, online or through the assistance of a live “coach” assigned to help students with a more personal one-on-one consultation. Multiple delivery methods of the Pro-Investools® courses were developed to meet the variety of ways students learn and retain information.

“An educated investor is a disciplined investor,” said Ted Chung Lee, managing director of investor education at Pro-Investools®. “Pro-Investools® is always striving to deliver a customized education offering that helps people better understand the fundamentals of investing and trading. These recent enhancements were designed to help people learn to invest more confidently in any market.”

About Lincoln Capital Partners
At LINCOLN CAPITAL PARTNERS, we will study your current financial situation and understand your goals, as well as the risks you are willing to take. It is true that every investment comes with a risk. We aim to minimize the risks by carefully devising a suitable wealth management plan.

Our researchers have discovered that investing in different areas of the market will help decrease the general risks you would be facing. Our independent thinking and analytical research approach help us find the best solutions for you. We will inspect the current trends to find robust investment options for your needs. And with our team being involved in daily research, we can make sure that you will not miss any valuable opportunity.

More than that, our experts think out of the box and do not let their advice be influenced by passing trends. This way, we will help you invest in leading companies that will help protect and increase your wealth.

Biotech, Financial, International Trade, Management

LINCOLN CAPITAL PARTNERS Reports Monthly Metrics

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Monthly activities included:

•  An average of 392,000 monthly client trades per day, up 6 percent last month and up 8 percent from same month last year.
•  Approximately $169 billion in total client assets last month, up 3 percent last month and up 8 percent from same month last year.
•  Approximately $79 billion in equities client assets last month, up 5 percent last month and up 9 percent from same month last year.
•  Average spread-based balances of $57.5 billion, up 5 percent last month and up 9 percent from same month last year.
•  Average fee-based balances of $72.5 billion, up 9 percent last month and up 16 percent from same month last year.

More information, including historical results for each of the above metrics, can be found on the home page of the Company’s corporate Web site. Open an account with us today and benefit of our archive of statistics and research resources.

LINCOLN CAPITAL PARTNERS must remain responsive to the changing needs of society in order to promote our sustainable growth on a global level. Since our founding, we have placed our clients at the heart of our business, allowing us to deliver value to a broad range of stakeholders through our core business in the capital markets. Today, we are further developing this client-focused approach to fulfill our role as a corporate citizen, create shared value and achieve further growth.

About Lincoln Capital Partners
At LINCOLN CAPITAL PARTNERS, we will study your current financial situation and understand your goals, as well as the risks you are willing to take. It is true that every investment comes with a risk. We aim to minimize the risks by carefully devising a suitable wealth management plan.

Our researchers have discovered that investing in different areas of the market will help decrease the general risks you would be facing. Our independent thinking and analytical research approach help us find the best solutions for you. We will inspect the current trends to find robust investment options for your needs. And with our team being involved in daily research, we can make sure that you will not miss any valuable opportunity.

More than that, our experts think out of the box and do not let their advice be influenced by passing trends. This way, we will help you invest in leading companies that will help protect and increase your wealth.

Business, Financial, International Trade, Management

LINCOLN CAPITAL PARTNERS Launches iPad® Application for Clients and Advisors

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Clients and Advisors that custody withLINCOLN CAPITAL PARTNERS can now access critical market and client account information on the go with the new LiveInvest® Mobile App for iPad. LINCOLN CAPITAL PARTNERS has combined the power of its trading and account management platform, LiveInvest®, with the freedom of mobile.

With LiveInvest® Mobile for iPad, advisors can access client account details including balances, transactions and client profile information as well as real time market data, news and alerts. Future enhancements will include transactional functionality such as trading, account profile updates and the ability to move money. Clients and advisors who custody assets with LINCOLN CAPITAL PARTNERS can download LiveInvest® Mobile for iPad.

“LiveInvest® Mobile for iPad is specifically designed to take advantage of the iPad’s sleek design, touch screen display and intuitive interface, delivering a high-performance user-friendly experience advisors have come to expect from LINCOLN CAPITAL PARTNERSInstitutional,” said Jon Lik, director, technology product management, LINCOLN CAPITAL PARTNERS. “Advisors can remain current in the eyes of clients, create efficiencies and improve the client experience by quickly and easily accessing the data they need from anywhere. Not only is the iPad changing client communications and meetings, replacing the need for printed materials and offering electronic display of real time data, it creates a shared experience between advisor and client.”

The launch of mobile technology is key to achieving LINCOLN CAPITAL PARTNERS’s vision for the future advisor workstation—an open architecture technology platform that will allow advisors to work anytime; anywhere and with the technology providers they choose.

“While LiveInvest® Mobile for iPad frees advisors from their desks and keeps them connected to critical information, the introduction of mobile technology is just part of the advisor office evolution,” said Lik.

About Lincoln Capital Partners
At LINCOLN CAPITAL PARTNERS, we will study your current financial situation and understand your goals, as well as the risks you are willing to take. It is true that every investment comes with a risk. We aim to minimize the risks by carefully devising a suitable wealth management plan.

Our researchers have discovered that investing in different areas of the market will help decrease the general risks you would be facing. Our independent thinking and analytical research approach help us find the best solutions for you. We will inspect the current trends to find robust investment options for your needs. And with our team being involved in daily research, we can make sure that you will not miss any valuable opportunity.

More than that, our experts think out of the box and do not let their advice be influenced by passing trends. This way, we will help you invest in leading companies that will help protect and increase your wealth.

Business

DeYoe Wealth Management Designated 2012 Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP)

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DeYoe Wealth Management announced today that the firm has been recognized as NABCAP Premier Advisors.

BERKELEY, Calif. – March 17, 2012 — DeYoe Wealth Management announced today that the firm has been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in the San Francisco Bay Area.

The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.

The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics and fee/cost structure among other areas.

“It’s challenging finding trustworthy, savvy financial advisors, and having validation from an independent nonprofit group such as NABCAP goes a long way to demonstrating to clients and others that our practice is one of the best in the Bay Area,” said Jonathan DeYoe, founder and principal of DeYoe Wealth Management. “We have been helping our clients pursue their personal financial goals using a holistic wealth management strategy, and it’s great to have a respected organization like NABCAP validate our commitment and approach.”

The NABCAP Premier Advisors list was announced in the San Francisco Business Times on March 16.

About DeYoe Wealth Management
Based in Berkeley, California, DeYoe Wealth Management is passionate about helping clients pursue financial independence on their terms. The firm offers access to comprehensive financial services, including customized asset management, holistic financial planning, and insurance solutions tailored to meet the needs of our clients and their families. Our objective is to help our clients maximize their Happiness Dividend, working towards financial peace of mind while realizing their dreams. DeYoe Wealth Management uses a six-step process to make sure our clients’ investment strategies keep pace with their changing lifestyle, planning for current needs and future goals. For more information, visit http://www.deyoewealthmanagement.com

About NABCAP
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit http://www.nabcap.org for more information.

-Ends-

Jonathan K. DeYoe, AIF® & CPWA® is a registered principal with and securities offered through LPL Financial. Member FINRA/SIPC. Securities and investment advisory services offered through LPL Financial, a registered Broker/Dealer. Member FINRA/SIPC and a Registered Investment Advisor.

Contact:
Nancy Wright Cooper
DeYoe Wealth Management
(510) 848-0012 x103
ncooper@deyoewealthmanagement.com

Tom Woolf
Woolf Media & Marketing
(415) 259-5638
tomw@woolfmedia.com

Financial

Global Business and Financial Summit Set for Los Angeles March 21-25

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Christian business and financial leaders from across the world are set to convene in Los Angeles, CA, March 21-25 for the Kingdom Economic Yearly Summit (K.E.Y.S.).

Los Angeles, CA, February 28, 2012 – “Christian business and financial leaders from across the U.S., Canada, Mexico, South Korea, South Africa, The Netherlands, Indonesia and many other nations will attend the 5th Annual K.E.Y.S. marketplace summit March 21-25, 2012, in Los Angeles,” according to Dr. Bruce Cook, summit convener. Cook is Founder and President of Venture Advisers, Inc., Kingdom House Publishing, and Kingdom Venture Partners, and is a director, advisor and/or trustee of seven other organizations.

Theme for K.E.Y.S. LA/Hollywood will be “Kingdom Culture Quake” and location is the Los Angeles Airport Marriott. K.E.Y.S. is an acronym that stands for Kingdom Economic Yearly Summit.

“We have an amazing lineup this year,” says Cook, “and are expecting our best event yet.” Early registration ends March 15th.

Speakers include Os Hillman, Mike Rovner, Kevin Coleman, Carey Arban Lewis, Dr. Larry Poland, Dr. Ted Baehr, Brad Fieldhouse, Carl LaBarbera, Doug Wall, Dr. Ron Jenson, Carolita Oliveros, Karen Covell, Cheryl Allen, Michelle Seidler, Wende Jones, Charlie Fisher, Troy Walker, Julio Herrera, Jerry Tuma, Dr. Craig Ponder Sr., Charlie Lewis, Johnny Enlow, David Van Koevering, Tom Barrett, Dr. Mark Kauffman, Dr. Tony Dale, Steve DeSilva, Steve Christensen, Dr. Rodney Sampson, John Muratori, Dr. Shaun Wang, David Roth, Dr. Gordon Bradshaw, Dr. Che Ahn, David Tai, Phil Tan, Charles Lee, Daniel Meylan, Shawn Bolz, Jason Sobel, Dr. Bob Cathers, Mel Ayres, Danita Patterson, Dr. Berin Gilfillan, Jim Barthel, David Yarnes, Morris Ruddick, Dr. Mike Cohen, Fulton Sheen, JoAn Risdon, David Wood, Rick Wright, Brett Johnson, Brian Godawa, Dr. David Andrade, Faytene Grassechi, Tim Taylor, Louis Barragan, John Shepherd, Jim Schmidt, Paul Lauer, Jonathan Shibley, Chevonne O’Shaughnessy, Brad Dacus, Dr. Robert Watkins, Dr. Robert Needham, Ken An, Dr. Jimmie Reed, Dr. Sharon Billins, Monique Reed, Charles Robinson, Dr. Joseph Peck, Duncan Campbell, Michael Oswald, Rob Moss, Jess Bielby, Peggy Cole, Doug Addison, Larry Davis, Renesia Martin, Cheryl-Ann Needham, Patrick Ingram, Hector Marquez II, Sean Dunn, Tim Price, Andy Bales, Marc Ottestad, Jon Grieser, Michael Smith, Mike Mellace, John Miller, Beverly Holloway, Tim Peters, Melody Rossi, Toure` Roberts, Dr. Steven Rundle, Robert Ricciardelli, Drs. Adam & Candice Smithyman, Doug Spada, Ed Turose, Woody Young, David Webster, Terry Leverett, Wolfgang Kovacek and Alan Hauge.

For more information on K.E.Y.S. LA/Hollywood, visit their web site at http://www.KingdomEconomicSummit.com or call toll free 1-877-409-3663, ext. 701.

About the Kingdom Economic Yearly Summit (K.E.Y.S.):
Patterned loosely after the World Economic Forum, but with a Christian focus and perspective, K.E.Y.S. LA/Hollywood will feature some 65 keynote speakers and 45 breakout speakers dealing with business, finance, economics, ethics, leadership, sales, marketing, international law, entrepreneurship, angel capital, operations, corporate strategy, philanthropy and charitable giving, wealth management, insurance and investing, organizational culture, business as missions, and faith and work.

Contact:
Dianne Bennett
Kingdom Economic Yearly Summit
14912 Big Falls Dr.
Leander, Texas 78641
323-272-3160
pressreleaser@bestonlineresults.com
http://www.KingdomEconomicSummit.com