(505) 798-6941
Phil@lakeridgewm.com
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Safeguards Associated with Your Assets
Our advisors, Philip J. Messuri, MS, CFP® and Travis Flandermeyer, MBA have clean records
— Check broker name, under “Broker Check” at
www.finra.org
.
Most accounts have a defined Investment Policy Statement (IPS)
— Our firm is required to stay within specific allocation parameters
Pershing LLC (a Bank of New York Mellon subsidiary) is the custodian for most accounts
— Each account has SIPC Insurance
Clients have complimentary access to view: Account holdings; all activity; and performance, via web access.
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