Based in Plymouth, Minnesota, Securus Wealth Management, LLC, provides independent investment services that span estate and business planning. Jim Goodland and his team emphasize a knowledgeable approach to financial planning that takes into careful consideration goals, risks, and opportunities. In August 2016, Securus Wealth Management initiated a strategic shift away from traditional stocks and bonds, which have an increasingly uncertain outlook in the medium term.
In the June 2016 company newsletter, Jim Goodland reiterated his cautious approach to stocks and bonds and emphasized alternative investment strategies as a current focus. Investments are directed toward each client’s risk and goals profile. Allocation toward alternatives may or may not be appropriate for everyone.
Monitoring the global macro pathway is another aspect of the Securus approach. The firm is keeping a close watch on emerging markets and is monitoring the global banking system issues. Similarly, it is keeping a close watch China, Japan, and post-Brexit Europe, which may present opportunities as market uncertainty prevails.
Spire Wealth Management is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC
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