Investments

We personalize each client’s strategy based on risk tolerance, time horizon, and personal goals.  Our goal is to connect you with the appropriate product and/or strategy in an ever-changing investment climate. 

 

We provide a unique level of investment service in that we don’t place clients in typical stock, bond, and/or mutual fund-type holdings.  Every client is matched up with an appropriate allocation in regards to:

  • Growth
  • Liquidity
  • Protection of principal
  • Income
  • Tax efficiency
  • Fee Structure

 

This prevents our clients from being exposed to unnecessary downside volatility while still providing appropriate growth potential.

For more information please contact us directly on our Information Request page, email us at info@jrlfinancialgroup.com, or call us at 919-576-0609.

 

 

Advisory Services Offered Through Spark Asset Management Group, Inc. a NC registered RIA.  There is no relationship between Spark Asset Management Group, Inc. and JRL Financial Group, Inc.  Spark Asset Management Group does not offer tax or legal advice.