Wealth Advisory Group

Investment Management

Like all of the work we do, Investment Management at Lake City Bank begins and ends with you. Our team of investment managers is adept at learning your goals, your tolerance for risk and your time horizons and translating them into an asset allocation strategy that is exactly right for you. And we don’t stop there. We manage your portfolio dynamically to respond to changes in your circumstances and changes in the economy so that you stay on track to meet your goals.

Of course, our investment management team is experienced, having collectively worked in the field for more than four decades. But they also have access to the latest technology and world-class research that they bring to bear in designing and managing each individual portfolio. Since we don’t use proprietary products, our portfolio managers are unbiased and able to choose the best, most suitable product for your situation.

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured and may involve risk, including possible loss of principal.

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