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Investment Process

TOJ Proprietary Investment Process

Our Proprietary Investment Process is designed to provide our clients with multiple portfolios that not only meet their risk/return objectives, but also aligns their goals with their investments. After going through the process, each of your accounts will be assigned an actively-managed, discretionary investment portfolio based on where that account fits in the overall plan.

The Fit | Does the strategy meet the client’s risk/return needs and objectives?
The Guardrails | Does the strategy provide some level of protection in a down market not inherent in a passive strategy?
The Persistence | Does the strategy provide more consistent returns and/or less volatile returns?
The Ownership | Do the portfolio managers have significant personal dollars invested in their own strategy?
The Price | Does the strategy have below average expenses and if not, are the expenses justified based on the benefits provided?

25825 SCIENCE PARK DRIVE #110

BEACHWOOD, OH 44122

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Advisory services offered through Beacon Financial Advisory, LLC, Lincoln Investment, or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Beacon Financial Advisory, LLC/Tropp O'Toole James Private Wealth Management and the above firms are independent and non-affiliated.

IMPORTANT INFORMATION:
This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment, Capital Analysts, and Beacon Financial Advisory LLC are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.

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25825 SCIENCE PARK DRIVE #110 BEACHWOOD, OH 44122

25825 SCIENCE PARK DRIVE #110

BEACHWOOD, OH 44122