Coleen Ponden's Contact Details

Coleen Ponden's Company Details

Lovett Advisors, LLC

, Delaware, United States • 1 - 10 Employees
Financial Services

The investment environment over the past 15 years has illustrated the need or four core elements of a successful client experience. Transparency - Achieved by utilizing concise and repeatable planning & investment process that combines the best of fundamental and technical analysis. Diversification - Primarily utilize Exchange Traded Funds (ETFs) and individual securities, when warranted, to quickly and easily gain diversified market exposure. Liquidity - Invest in publicly-traded securities which are traded on an exchange and can be bought and sold at any time during the trading day and settled within 3 business days. Independence - Lovett Advisors, LLC is affiliated with Spire Wealth Management, LLC a registered investment advisory firm. As an investment advisor representative of Spire Wealth Management, LLC, Lovett Advisors maintains a fiduciary responsibility to put clients' best interests first. Spire Wealth Management is a Federally Registered Investment Advisory Firm. 1840 Michael Faraday Drive, Suite 105, Reston VA 20190. Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC. Lovett Advisors is independent of Spire.