Research Resources

Built On Service

At Householder Group, we believe that portfolio construction, manager selection, and unbiased advice form the basis of sound estate and financial planning decision making. We rely heavily on gathering all the relevant information from prospective clients, and following a conservative preservation of principal philosophy.

Setting Client Expectations

We believe strongly that we must make sure that clients have realistic and achievable expectations. If their goals and objectives outreach what we believe to be prudent and “in their best interest” we either realign those expectations or we tell them we can’t meet their specific expectations.

Strategic and Tactical Risk Management

In today’s ever changing investment climate we have come to believe that “asset allocation” alone is not enough of a management tool to properly manage those retirement assets that our clients must rely on for retirement.

Instead, we believe that assets should be managed in a way to mitigate and reduce as much risk as possible through the selection of investments, and managers that seek to follow strict strategic and tactical risk management philosophy which means in some cases the removal of assets from market exposure.

No Proprietary Products

At Householder Group we have no proprietary products which means we work for and in the best interest of our clients. We have no investment banking relationships, and no conflicts of interests with our clients or advisors. We want you to provide the best unbiased independent advice possible.

Differentiate Yourself

We strongly believe that the research and investment tools available to you will differentiate yourself, improve your client satisfaction, enhance your profitability, and help you get recognized in your market as a leader in the retirement market.

Research Tools

Whether it’s portfolio construction, security selection, manager selection, on-going monitoring of portfolios, fee based platforms, or trading platforms all the tools you need are available through our Research partners at LPL Financial. We recognize the critical role that timely, independent, objective research plays in your ability to serve your clients, and we strive to be a valued extension of your advice creation team.

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Householder Group offers a distinct value proposition that you will not find elsewhere. We have developed highly-effective, propriety marketing programs and operational systems that are designed to help our advisors become even more successful. We back the success of these programs up with real-life examples and empirical data. In fact, we’re so confident in the effectiveness of our marketing programs
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